Karen Barbara Wood

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.

  • CHESTER ROSE FINANCIAL PLANNING LTD

    FRN 726620

    • 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)
    • CF1 Director (AR) (since 12 May 2025)
    • CF30 Customer (since 12 May 2025)
    • [FCA CF] Client dealing (since 12 May 2025)
    • Appointed representative dealing with clients for which they require qualification (since 12 May 2025)
  • CHESTER ROSE (HAMPSHIRE) LIMITED

    FRN 1032068

    • Employed By (since 12 May 2025)
  • Greenfields Financial Management Limited (no longer approved here)

    FRN 152689

    • CF30 Customer (1 Nov 2007 to 26 Jan 2013)
    • CF21 Investment Adviser (2 Dec 2003 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (2 Apr 2003 to 2 Dec 2003)

Recent activity

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

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