Lucy Harriet Jones

• 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 9 Dec 2019)
  • CF30 Customer (since 21 May 2012)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Jul 2003)
• Lucy Jones

  FRN 581294

  • (1)Employed By (since 21 May 2012)
• Chase de Vere Independent Financial Advisers limited (no longer approved here)

  FRN 137914

  • CF30 Customer (1 Nov 2007 to 7 Jun 2012)
  • CF21 Investment Adviser (31 May 2007 to 31 Oct 2007)
• Evelyn Partners Financial Planning Limited (no longer approved here)

  FRN 136414

  • CF21 Investment Adviser (22 Apr 2005 to 28 Mar 2007)
  • CF22 Investment Adviser (Trainee) (8 Oct 2003 to 20 Apr 2005)
• ST. JAMES'S PLACE UNIT TRUST GROUP LIMITED (no longer approved here)

  FRN 122472

  • CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
• ST. JAMES'S PLACE UK PLC (no longer approved here)

  FRN 150026

  • CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)

No changes recorded yet.