Julie Suzanne Hepworth

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.

  • Perspective (Gould Financial Planning) Limited

    FRN 525989

    • SMF3 Executive Director (since 20 Aug 2024)
  • Cambridge Investments Limited

    FRN 114762

    • [FCA CF] Material risk taker (since 1 Aug 2023)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 17 Dec 2025)
    • SMF16 Compliance Oversight (9 Dec 2019 to 17 Dec 2025)
    • CF10 Compliance Oversight (23 Apr 2018 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (23 Apr 2018 to 8 Dec 2019)
    • Responsible for Insurance Mediation (27 Feb 2018 to 30 Sep 2018)
    • CF1 Director (24 Jan 2014 to 8 Dec 2019)
  • Perspective (Central & East) Limited

    FRN 223377

    • SMF3 Executive Director (since 20 Apr 2021)
  • PERSPECTIVE (SOUTH EAST) LIMITED

    FRN 178690

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (24 Jan 2014 to 8 Dec 2019)
    • CF1 Director (AR) (9 Jan 2014 to 25 Jan 2026)
  • Perspective (North West) Limited

    FRN 229808

    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsible for Insurance Mediation (22 Sep 2015 to 30 Sep 2018)
    • CF1 Director (24 Jan 2014 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.