Kate Elizabeth Kift

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.

  • Bottriell Adams LLP

    FRN 401226

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 7 Oct 2024)
    • [FCA CF] Client dealing (since 7 Oct 2024)
  • TrinityBridge Limited

    FRN 119329

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 25 Apr 2023)
    • [FCA CF] Client dealing (since 25 Apr 2023)
  • Chase de Vere Independent Financial Advisers limited (no longer approved here)

    FRN 137914

    • [FCA CF] Functions requiring qualifications (14 Apr 2022 to 29 Dec 2022)
    • [FCA CF] Client dealing (14 Apr 2022 to 29 Dec 2022)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Jan 2022)
    • CF30 Customer (9 Oct 2018 to 7 Jan 2022)

Recent activity

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

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