Julie Elizabeth Clapperton

Last updated
3 weeks ago
Watch for changes

Where they hold approval

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

  • New Forest Wealth Management Limited

    FRN 446804

    • (2)Employed By (since 13 Apr 2026)
  • St. James's Place Wealth Management Plc

    FRN 195351

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 12 Feb 2013)
  • Sarah Quirk Associates ltd (no longer approved here)

    FRN 588985

    • (1)Employed By (30 Jun 2021 to 14 Apr 2026)
  • Eight Wealth Management Limited (no longer approved here)

    FRN 416757

    • (25)Employed By (6 Sep 2018 to 1 Jul 2021)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 1 Jun 2012)
    • CF21 Investment Adviser (14 Sep 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (4 Oct 2004 to 14 Sep 2005)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF21 Investment Adviser (1 Dec 2001 to 17 Sep 2004)

Recent activity

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

No changes recorded yet.