Julie Lisa Scally

Last updated
1 week ago
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Where they hold approval

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

  • Jewel Financial Services Ltd

    FRN 815967

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 25 Nov 2020)
    • SMF3 Executive Director (since 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • Responsibility for MCD Intermediation (since 7 Nov 2018)
    • Responsible for Insurance Distribution (since 7 Nov 2018)
    • CF10 Compliance Oversight (7 Nov 2018 to 8 Dec 2019)
    • CF1 Director (7 Nov 2018 to 8 Dec 2019)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF21 Investment Adviser (17 Mar 2005 to 29 Nov 2006)
    • CF22 Investment Adviser (Trainee) (3 Jun 2004 to 17 Mar 2005)
  • Simply Mortgages (GB) Ltd (no longer approved here)

    FRN 401105

    • (5)Employed By (3 Jun 2004 to 29 Nov 2006)

Recent activity

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

No changes recorded yet.