Jessica McGuigan

Last updated
3 days ago
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Where they hold approval

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

  • WREN STERLING FINANCIAL PLANNING LIMITED

    FRN 665653

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Functions requiring qualifications (since 22 Jul 2025)
    • [FCA CF] Client dealing (since 22 Jul 2025)
  • KW Wealth Planning Limited (no longer approved here)

    FRN 114694

    • [FCA CF] Client dealing (7 Jun 2022 to 30 Jun 2025)
    • [FCA CF] Functions requiring qualifications (7 Jun 2022 to 30 Jun 2025)
  • Scottish Widows Schroder Personal Wealth Limited (no longer approved here)

    FRN 830170

    • [FCA CF] Client dealing (27 Jan 2022 to 16 May 2022)
    • [FCA CF] Functions requiring qualifications (27 Jan 2022 to 16 May 2022)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Dec 2021)
    • CF30 Customer (12 Nov 2018 to 2 Dec 2021)
  • Critchleys Financial Planning LLP (no longer approved here)

    FRN 743653

    • Employed By (12 Nov 2018 to 2 Dec 2021)

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