Julie Ann Edgar

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.

  • Craig Johnston Asset Management Limited

    FRN 609086

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 8 Jan 2025)
    • [FCA CF] Client dealing (since 8 Jan 2025)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF1 Director (AR) (6 Jul 2018 to 23 Jan 2020)
    • CF30 Customer (6 Jul 2018 to 23 Jan 2020)
  • Nationwide Building Society (no longer approved here)

    FRN 106078

    • CF30 Customer (26 Oct 2015 to 6 Mar 2016)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (1 Nov 2007 to 1 May 2012)
    • CF22 Investment Adviser (Trainee) (11 Oct 2007 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.