Kelly Ann Devlin

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

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 11. Pension transfer specialist
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF1 Director (AR) (since 9 Nov 2022)
    • CF30 Customer (since 26 Sep 2022)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (18 Sep 2020 to 2 Sep 2022)
    • CF30 Customer (1 Nov 2007 to 15 May 2009)
    • CF21 Investment Adviser (25 Oct 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (24 Oct 2002 to 25 Oct 2004)
  • DWM Financial Planning Ltd

    FRN 772253

    • (4)Employed By (since 26 Sep 2022)
  • Policy Services Limited (no longer approved here)

    FRN 214036

    • CF30 Customer (19 Jul 2010 to 10 Nov 2011)
  • ST. JAMES'S PLACE UNIT TRUST GROUP LIMITED (no longer approved here)

    FRN 122472

    • CF22 Investment Adviser (Trainee) (24 Oct 2002 to 3 Jun 2003)
  • ST. JAMES'S PLACE UK PLC (no longer approved here)

    FRN 150026

    • CF22 Investment Adviser (Trainee) (24 Oct 2002 to 3 Jun 2003)
  • The Mark Jennings Partnership (MJP) LLP (no longer approved here)

    FRN 401715

    • (6)Employed By (24 Oct 2002 to 15 May 2009)

Recent activity

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

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