Judith Lynn Skelly

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

    FRN 584256

    • 11. Pension transfer specialist
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 29 Jul 2020)
    • [FCA CF] Client dealing (since 29 Jul 2020)
    • CF30 Customer (26 Jan 2018 to 8 Dec 2019)
  • Sandringham Financial Partners Limited (no longer approved here)

    FRN 581304

    • [FCA CF] Client dealing (15 Feb 2023 to 19 Apr 2023)
    • [FCA CF] Functions requiring qualifications (15 Feb 2023 to 19 Apr 2023)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • CF30 Customer (12 Apr 2017 to 12 Dec 2017)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (11 Apr 2013 to 21 May 2014)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 11 Nov 2012)
    • CF22 Investment Adviser (Trainee) (2 Feb 2007 to 31 Oct 2007)
  • Newcastle Financial Advisers Limited (no longer approved here)

    FRN 222899

    • (95)Employed By (19 Jul 2006 to 26 Feb 2007)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF22 Investment Adviser (Trainee) (19 Jul 2006 to 26 Feb 2007)

Recent activity

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

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