Julie Anne Robson

Watch for changes

Where they hold approval

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

M&G ADVICE PARTNERS LIMITED
FRN 584256
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 1 Mar 2021)
- CF1 Director (AR) (since 20 Jan 2021)
- CF30 Customer (since 20 Jan 2021)
- CF30 Customer (4 Jan 2016 to 8 Dec 2019)
Halo Investment & Pension Solutions Limited
FRN 939760
- (1)Employed By (since 20 Jan 2021)
Lloyds Bank PLC (no longer approved here)
FRN 119278
- CF30 Customer (1 Nov 2007 to 8 May 2012)
- CF21 Investment Adviser (29 Jan 2007 to 31 Oct 2007)
- CF22 Investment Adviser (Trainee) (17 Aug 2006 to 29 Jan 2007)

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

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Senior staff at any authorised firm have to be approved by the FCA personally.
Approved individual: Someone the FCA has personally signed off to hold a senior role at an authorised firm — directors, compliance officers and similar. They're held accountable for the firm's conduct.
Controlled functions: The specific senior roles the FCA approves people to hold, like 'Compliance oversight' or 'Money laundering reporting'. Each approval is tied to a particular firm.
IRN: Individual Reference Number — the unique ID the FCA assigns to each approved person. It stays the same as they move between firms.

Information on this page is sourced from the official FCA register.