Lisa McCreadie

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
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 11. Pension transfer specialist
    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 11 Jul 2012)
  • Lisa McCreadie

    FRN 584074

    • (1)Employed By (since 11 Jul 2012)
  • Clydesdale Bank Plc (no longer approved here)

    FRN 121873

    • CF30 Customer (19 Aug 2011 to 10 Jan 2012)
    • CF21 Investment Adviser (26 Jun 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (13 Jan 2006 to 26 Jun 2006)

Recent activity

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

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