Julie Margaret McIntosh

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.

  • Platinum Financial Partners Ltd

    FRN 789503

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF1 Director (AR) (since 18 Dec 2017)
    • Responsibility for MCD Intermediation (since 8 Dec 2017)
    • CF30 Customer (since 8 Dec 2017)
    • CF1 Director (8 Dec 2017 to 8 Dec 2019)
  • Julie McIntosh Ltd

    FRN 739672

    • (1)Employed By (since 15 Dec 2017)
  • Sandringham Financial Partners Limited (no longer approved here)

    FRN 581304

    • CF30 Customer (31 May 2017 to 13 Dec 2017)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 27 Oct 2011)
    • CF21 Investment Adviser (10 Mar 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (27 Dec 2005 to 10 Mar 2006)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF21 Investment Adviser (1 Dec 2001 to 27 Dec 2005)

Recent activity

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

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