Louise Bowman

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.

  • Shackleton Advisers Limited

    FRN 163291

    • 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] Functions requiring qualifications (since 2 Feb 2026)
    • [FCA CF] Client dealing (since 2 Feb 2026)
  • IM ASSET MANAGEMENT LIMITED

    FRN 402770

    • 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
    • [FCA CF] Functions requiring qualifications (since 15 Apr 2024)
    • [FCA CF] Client dealing (since 15 Apr 2024)
  • KRESTON REEVES FINANCIAL PLANNING SERVICES LIMITED (no longer approved here)

    FRN 971317

    • (1)Employed By (3 Aug 2023 to 4 Apr 2024)
  • Craven Street Financial Planning Limited (no longer approved here)

    FRN 135202

    • [FCA CF] Functions requiring qualifications (20 Dec 2022 to 4 Apr 2024)
    • [FCA CF] Client dealing (20 Dec 2022 to 4 Apr 2024)
    • CF30 Customer (16 Dec 2014 to 9 Nov 2018)
  • Fidelius Ltd (no longer approved here)

    FRN 188615

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 24 Aug 2021)
    • CF30 Customer (5 Nov 2018 to 24 Aug 2021)
  • Azets Financial Planning Limited (no longer approved here)

    FRN 526955

    • Employed By (16 Nov 2018 to 24 Aug 2021)

Recent activity

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

  1. controlled function removed: Employed By at KRESTON REEVES FINANCIAL PLANNING SERVICES LIMITED

  2. controlled function added: (1)Employed By at KRESTON REEVES FINANCIAL PLANNING SERVICES LIMITED