Lucy Thomlinson

Last updated
3 weeks ago
Watch for changes

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
    • CF1 Director (AR) (since 5 Oct 2020)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 5 Apr 2017)
    • CF4 Partner (AR) (28 Dec 2018 to 7 Jan 2021)
  • Thomlinson Wealth Management Limited

    FRN 829035

    • Employed By (since 28 Dec 2018)
  • Blackwater Wealth Management Ltd (no longer approved here)

    FRN 592611

    • Employed By (16 May 2018 to 17 Jan 2019)

Recent activity

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

No changes recorded yet.