Jill Susan Delgado

Last updated
2 weeks ago
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Where they hold approval

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

  • PFS (IFA) Limited

    FRN 415898

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 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 26 Jan 2021)
    • [FCA CF] Functions requiring qualifications (since 26 Jan 2021)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF24 Pension Transfer Specialist (30 Sep 2005 to 31 Oct 2007)
    • CF21 Investment Adviser (30 Sep 2005 to 31 Oct 2007)
  • London Asset Management (IFA) Limited (no longer approved here)

    FRN 172237

    • (26)Employed By (16 Mar 2009 to 9 Dec 2010)
  • Estate Capital Financial Management Limited (no longer approved here)

    FRN 402217

    • CF30 Customer (1 Nov 2007 to 7 Dec 2009)
    • CF24 Pension Transfer Specialist (5 Oct 2004 to 31 Oct 2007)
    • CF21 Investment Adviser (5 Oct 2004 to 31 Oct 2007)
  • Hoyl Independent Advisers Ltd (no longer approved here)

    FRN 433927

    • CF30 Customer (1 Nov 2007 to 1 Dec 2009)
    • CF21 Investment Adviser (2 Feb 2007 to 31 Oct 2007)
    • CF24 Pension Transfer Specialist (2 Feb 2007 to 31 Oct 2007)
  • MacRobins Ltd (no longer approved here)

    FRN 454247

    • (8)Employed By (2 Feb 2007 to 1 Dec 2009)

Recent activity

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

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