Karen Jane Bushell

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
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 12 Jun 2013)
    • CF30 Customer (since 12 Jun 2013)
  • Bushell Holt Wealth Management Limited

    FRN 912293

    • Employed By (since 28 Aug 2019)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF30 Customer (10 Dec 2009 to 26 May 2013)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (1 Nov 2007 to 15 Nov 2009)
    • CF21 Investment Adviser (17 Sep 2007 to 31 Oct 2007)
  • HBOS Investment Fund Managers Limited (no longer approved here)

    FRN 119223

    • CF21 Investment Adviser (30 Apr 2003 to 5 Jun 2003)
    • CF22 Investment Adviser (Trainee) (27 Jan 2003 to 30 Apr 2003)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF21 Investment Adviser (1 Dec 2001 to 17 Jan 2003)

Recent activity

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

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