Lucy Charlotte Gilbert

Last updated
1 week ago
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Where they hold approval

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

  • The On-Line Partnership Limited

    FRN 192638

    • 9A. Advising on P2P agreements
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 17 Jan 2022)
    • CF30 Customer (since 23 Dec 2021)
  • David Burnell Financial Services Limited

    FRN 222302

    • Employed By (since 23 Dec 2021)
  • Skipton Building Society (no longer approved here)

    FRN 153706

    • [FCA CF] Functions requiring qualifications (8 Nov 2019 to 31 Aug 2021)
    • [FCA CF] Client dealing (1 Oct 2019 to 31 Aug 2021)

Recent activity

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

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