Joanne Reah

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.

  • DARNELLS WEALTH MANAGEMENT LIMITED

    FRN 474566

    • 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
    • [FCA CF] Client dealing (since 18 Sep 2025)
    • [FCA CF] Functions requiring qualifications (since 1 Dec 2023)
    • [FCA CF] Manager of certification employee (since 28 Nov 2023)
    • SMF3 Executive Director (5 Aug 2021 to 10 Nov 2025)
  • Chetwood Wealth Management Ltd

    FRN 195024

    • 11. Pension transfer specialist
    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 10 Jul 2024)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
    • SMF3 Executive Director (5 Aug 2021 to 10 Nov 2025)
    • CF30 Customer (9 Jul 2014 to 8 Dec 2019)
  • Ermin Fosse Financial Management LLP

    FRN 197438

    • 11. Pension transfer specialist
    • 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] Functions requiring qualifications (since 5 Dec 2023)
    • [FCA CF] Manager of certification employee (since 28 Nov 2023)
    • SMF27 Partner (9 Feb 2022 to 17 Feb 2026)
  • Chetwood Review Service Limited (no longer approved here)

    FRN 1012823

    • Employed By (14 Jun 2024 to 3 Jul 2025)
  • Union Bancaire Privée (UK) Limited (no longer approved here)

    FRN 119250

    • CF30 Customer (10 Jun 2009 to 30 Nov 2012)

Recent activity

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

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