Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 1 Nov 2007)
    • CF22 Investment Adviser (Trainee) (19 Oct 2007 to 31 Oct 2007)
  • Jane Davidson

    FRN 474075

    • (1)Employed By (since 19 Oct 2007)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF21 Investment Adviser (27 Mar 2006 to 4 Nov 2007)
    • CF22 Investment Adviser (Trainee) (27 Apr 2004 to 27 Mar 2006)

Recent activity

Updates to this individual's record on the FCA register.

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