Julie Alison Calvert

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.

  • Verso Wealth Management Limited (no longer approved here)

    FRN 153871

    • [FCA CF] Manager of certification employee (17 Mar 2021 to 18 Mar 2021)
    • [FCA CF] Significant management (17 Mar 2021 to 18 Mar 2021)
    • SMF3 Executive Director (9 Dec 2019 to 9 May 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 30 Aug 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Aug 2024)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF1 Director (29 Sep 2005 to 8 Dec 2019)
    • CF24 Pension Transfer Specialist (29 Jan 2003 to 31 Oct 2007)
    • CF21 Investment Adviser (29 Jan 2003 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.