Karen Ann Donnelly

Last updated
3 weeks ago
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Where they hold approval

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

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 17 Aug 2010)
  • Karen Donnelly

    FRN 529504

    • (1)Employed By (since 17 Aug 2010)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF30 Customer (28 May 2010 to 29 Aug 2010)
    • CF21 Investment Adviser (16 Jan 2003 to 6 Oct 2003)
    • CF22 Investment Adviser (Trainee) (21 Jun 2002 to 16 Jan 2003)
  • Santander ISA Managers Limited (no longer approved here)

    FRN 171448

    • CF22 Investment Adviser (Trainee) (14 Jun 2002 to 30 Aug 2002)

Recent activity

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

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