Joanne Cargill

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.

  • Fairstone Financial Management Limited

    FRN 475973

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 11. Pension transfer specialist
    • 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] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (4 Dec 2013 to 8 Dec 2019)
  • ADVANCED ASSET CONSULTANTS LIMITED (no longer approved here)

    FRN 506551

    • CF30 Customer (2 Nov 2012 to 24 Oct 2013)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 May 2009 to 14 Mar 2011)

Recent activity

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

No changes recorded yet.