Leeann Kennedy

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.

  • Bird Stewart Financial Services Limited

    FRN 592052

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Client dealing (since 9 Sep 2024)
    • [FCA CF] Functions requiring qualifications (since 9 Sep 2024)
  • Connect IFA Ltd (no longer approved here)

    FRN 441505

    • Appointed representative dealing with clients for which they require qualification (9 Aug 2023 to 23 Dec 2024)
    • CF1 Director (AR) (25 May 2023 to 7 Jan 2025)
  • EUREKA WEALTH MANAGEMENT LTD (no longer approved here)

    FRN 996657

    • (1)Employed By (25 May 2023 to 7 Jan 2025)

Recent activity

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

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