Jillian Mary Roberts

Last updated
1 week ago
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Where they hold approval

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

  • Leodis Wealth Limited

    FRN 707896

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 15 Dec 2025)
    • [FCA CF] Functions requiring qualifications (since 15 Dec 2025)
  • AFH Independent Financial Services Limited (no longer approved here)

    FRN 216704

    • [FCA CF] Functions requiring qualifications (10 Sep 2025 to 21 Nov 2025)
    • [FCA CF] Client dealing (10 Sep 2025 to 21 Nov 2025)
  • Ascot Lloyd Limited (no longer approved here)

    FRN 578614

    • [FCA CF] Functions requiring qualifications (24 Nov 2023 to 8 Aug 2025)
    • [FCA CF] Client dealing (24 Nov 2023 to 8 Aug 2025)
  • Skipton Building Society (no longer approved here)

    FRN 153706

    • CF21 Investment Adviser (1 Dec 2001 to 29 May 2002)

Recent activity

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

No changes recorded yet.