Julie Fay Shew

Last updated
6 days ago
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Where they hold approval

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

  • Temple Bar CFP Limited (no longer approved here)

    FRN 937280

    • [FCA CF] Functions requiring qualifications (1 Jul 2021 to 31 Oct 2025)
    • [FCA CF] Client dealing (1 Jul 2021 to 31 Oct 2025)
  • Cobens Group Limited (no longer approved here)

    FRN 484450

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Jul 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 1 Jul 2021)
    • CF30 Customer (15 Oct 2019 to 8 Dec 2019)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (1 Nov 2007 to 6 Apr 2018)
    • CF21 Investment Adviser (12 Sep 2002 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 12 Sep 2002)
  • ST. JAMES'S PLACE UNIT TRUST GROUP LIMITED (no longer approved here)

    FRN 122472

    • CF21 Investment Adviser (12 Sep 2002 to 3 Jun 2003)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 12 Sep 2002)
  • ST. JAMES'S PLACE UK PLC (no longer approved here)

    FRN 150026

    • CF21 Investment Adviser (12 Sep 2002 to 3 Jun 2003)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 12 Sep 2002)
  • Elegant Solutions (UK) LLP (no longer approved here)

    FRN 401697

    • (3)Employed By (12 Sep 2002 to 6 Apr 2018)

Recent activity

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

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