Kirsty Leanne Bedford

Last updated
6 days ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Bedford Wealth Ltd

    FRN 948359

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 3 Aug 2021)
    • Responsible for Insurance Distribution (since 3 Aug 2021)
    • SMF16 Compliance Oversight (since 3 Aug 2021)
    • SMF3 Executive Director (since 3 Aug 2021)
    • [FCA CF] Client dealing (since 3 Aug 2021)
    • Responsibility for MCD Intermediation (since 3 Aug 2021)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (7 May 2015 to 31 Dec 2018)
    • CF1 Director (AR) (7 May 2015 to 31 Dec 2018)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (10 Mar 2009 to 2 Sep 2010)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (19 Feb 2009 to 25 Feb 2009)

Recent activity

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

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