Karen Judy Macdonald

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.

  • Monetary Solutions Limited

    FRN 590335

    • 21. Advising or arranging (bringing about) equity release transactions
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (15 Nov 2013 to 8 Dec 2019)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (23 Oct 2012 to 14 Nov 2013)
  • Horsham Financial Services Ltd (no longer approved here)

    FRN 543545

    • Employed By (23 Oct 2012 to 14 Nov 2013)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (4 Feb 2011 to 14 Oct 2012)
    • CF21 Investment Adviser (1 Dec 2001 to 1 Oct 2003)

Recent activity

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

No changes recorded yet.