Julia Nelson

Last updated
3 weeks ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Citibank, N.A.

    FRN 124704

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Client dealing (since 24 Dec 2025)
    • [FCA CF] Functions requiring qualifications (since 24 Dec 2025)
    • [FCA CF] Manager of certification employee (since 24 Dec 2025)
  • Rothschild & Co Wealth Management UK Limited (no longer approved here)

    FRN 218613

    • [FCA CF] Functions requiring qualifications (31 Dec 2020 to 31 Jul 2023)
  • N. M. ROTHSCHILD & SONS LIMITED (no longer approved here)

    FRN 124451

    • CF30 Customer (14 Oct 2016 to 18 May 2018)
    • CF21 Investment Adviser (17 Apr 2007 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.