Leanne Berry

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 8 Jul 2024)
    • CF30 Customer (since 15 Jun 2024)
  • Capstone Financial Management Ltd

    FRN 630674

    • Employed By (since 15 Jun 2024)
  • Nationwide Building Society (no longer approved here)

    FRN 106078

    • [FCA CF] Functions requiring qualifications (7 Mar 2016 to 31 Jan 2024)
    • CF30 Customer (28 Oct 2013 to 13 Mar 2015)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (1 Nov 2007 to 30 Sep 2012)
    • CF22 Investment Adviser (Trainee) (26 Sep 2006 to 31 Oct 2007)

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

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