Julie Pamela Mitchell

Last updated
2 weeks ago
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Where they hold approval

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

  • CG Wealth Planning Limited

    FRN 594155

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 1 Dec 2024)
    • [FCA CF] Client dealing (since 1 Dec 2024)
  • Succession Financial Management Limited (no longer approved here)

    FRN 225831

    • CF30 Customer (21 Sep 2017 to 3 Jun 2019)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • CF30 Customer (1 Aug 2017 to 3 Jun 2019)
  • Key Financial Advisers LLP (no longer approved here)

    FRN 215067

    • (2)Employed By (3 Nov 2008 to 22 Mar 2011)
  • TenetConnect Services Limited (no longer approved here)

    FRN 150643

    • CF30 Customer (29 Sep 2008 to 22 Mar 2011)

Recent activity

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

No changes recorded yet.