Jennifer Octigan

• Best Practice IFA Group Limited

  FRN 223112

  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 9A. Advising on P2P agreements
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Client dealing (since 14 Jul 2025)
  • Appointed representative dealing with clients for which they require qualification (since 14 Jul 2025)
  • CF30 Customer (since 10 Jul 2025)
• Benchmark Financial Planning Limited

  FRN 227247

  • Employed By (since 10 Jul 2025)
• Succession Financial Management Limited (no longer approved here)

  FRN 225831

  • [FCA CF] Client dealing (2 Oct 2023 to 9 May 2025)
  • [FCA CF] Functions requiring qualifications (2 Oct 2023 to 9 May 2025)
• Aviva Administration Limited (no longer approved here)

  FRN 185746

  • [FCA CF] Client dealing (1 Jan 2021 to 1 Oct 2023)
  • [FCA CF] Functions requiring qualifications (1 Jan 2021 to 1 Oct 2023)
• SCOTTISH WIDOWS LIMITED (no longer approved here)

  FRN 181655

  • CF30 Customer (7 Jan 2016 to 7 Mar 2017)
• Scottish Widows Unit Trust Managers Limited (no longer approved here)

  FRN 122129

  • CF30 Customer (21 Jan 2011 to 1 Jan 2013)
• Evelyn Partners Securities (no longer approved here)

  FRN 124255

  • CF21 Investment Adviser (22 Mar 2005 to 20 Mar 2007)
• NatWest Markets Plc (no longer approved here)

  FRN 121882

  • CF22 Investment Adviser (Trainee) (18 Nov 2003 to 3 Dec 2004)

No changes recorded yet.