Judith Anne Brownlee

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.

  • M&G ADVICE PARTNERS LIMITED (no longer approved here)

    FRN 584256

    • Appointed representative dealing with clients for which they require qualification (1 Mar 2021 to 1 Feb 2025)
    • CF1 Director (AR) (21 Jan 2021 to 7 Feb 2025)
    • [FCA CF] Client dealing (24 Aug 2020 to 14 Feb 2021)
    • [FCA CF] Functions requiring qualifications (24 Aug 2020 to 14 Feb 2021)
    • CF30 Customer (5 Jan 2015 to 8 Dec 2019)
  • Brownlee Financial Planning Ltd (no longer approved here)

    FRN 939267

    • Employed By (21 Jan 2021 to 7 Feb 2025)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 13 Sep 2014)
    • CF22 Investment Adviser (Trainee) (13 Jan 2006 to 31 Oct 2007)
    • CF21 Investment Adviser (1 Dec 2001 to 12 Oct 2004)
  • Scottish Widows Unit Trust Managers Limited (no longer approved here)

    FRN 122129

    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 17 Jul 2002)

Recent activity

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

No changes recorded yet.