Jennifer Williams

Last updated
2 days ago
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Where they hold approval

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

  • Beckett Financial Services Limited

    FRN 138104

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • SMF3 Executive Director (since 10 Nov 2025)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (20 Aug 2018 to 8 Dec 2019)
  • Kingsfleet Wealth Limited (no longer approved here)

    FRN 514731

    • CF30 Customer (5 Jan 2015 to 24 Jul 2018)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (31 Aug 2012 to 6 Jan 2015)
  • Crawford Drake Wealth Management Ltd (no longer approved here)

    FRN 569700

    • Employed By (31 Aug 2012 to 6 Jan 2015)
  • Carter Dawes IFA Solutions Limited (no longer approved here)

    FRN 457006

    • CF30 Customer (11 May 2011 to 31 Aug 2012)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF30 Customer (1 Nov 2007 to 8 Apr 2011)
    • CF7 Sole Trader (AR) (29 Jun 2006 to 31 Jan 2007)
    • CF4 Partner (AR) (1 Jun 2005 to 29 Jun 2006)
    • CF21 Investment Adviser (1 Jun 2005 to 31 Oct 2007)
  • Harvey & Company (no longer approved here)

    FRN 184652

    • Employed By (31 Aug 2001 to 13 Mar 2003)

Recent activity

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

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