Kelly Elizabeth Reeve

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.

  • SMITH & PINCHING FINANCIAL SERVICES LIMITED

    FRN 186616

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 9A. Advising on P2P agreements
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (4 Apr 2011 to 8 Dec 2019)
  • BERKELEY, BURKE & COMPANY LIMITED (no longer approved here)

    FRN 115053

    • CF30 Customer (1 Nov 2007 to 12 Jun 2009)
    • CF22 Investment Adviser (Trainee) (19 Oct 2007 to 31 Oct 2007)
  • SKIPTON FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 100013

    • CF22 Investment Adviser (Trainee) (30 Jan 2006 to 12 May 2006)

Recent activity

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

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