Julia Louise Booth

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.

  • Vision Independent Financial Planning Ltd

    FRN 487395

    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 7 Aug 2023)
    • CF1 Director (AR) (since 7 Aug 2023)
    • CF30 Customer (since 7 Aug 2023)
  • JLB Wealth Limited

    FRN 999323

    • (1)Employed By (since 7 Aug 2023)
  • Stonebridge Mortgage Solutions Ltd (no longer approved here)

    FRN 454811

    • Appointed representative dealing with clients for which they require qualification (12 Jul 2023 to 24 Sep 2024)
  • Succession Financial Management Limited (no longer approved here)

    FRN 225831

    • [FCA CF] Client dealing (9 Dec 2019 to 12 May 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 12 May 2023)
    • CF30 Customer (25 Aug 2017 to 8 Dec 2019)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • [FCA CF] Client dealing (9 Dec 2019 to 12 May 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 12 May 2023)
    • CF30 Customer (25 Aug 2017 to 8 Dec 2019)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 16 Nov 2009)
    • CF21 Investment Adviser (10 Aug 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (18 Mar 2005 to 10 Aug 2005)
  • Clear Financial Management Ltd (3214) (no longer approved here)

    FRN 207691

    • Employed By (21 Apr 2004 to 2 Nov 2004)

Recent activity

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

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