Lynda S Worsley

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.

  • E L Watson Financial Planning Limited

    FRN 433052

    • 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 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (27 Jun 2019 to 8 Dec 2019)
  • WGN Financial Management LLP (no longer approved here)

    FRN 596353

    • Employed By (1 Mar 2013 to 14 Nov 2013)
  • PJG Financial Services Limited (no longer approved here)

    FRN 400658

    • CF30 Customer (1 Nov 2007 to 14 Nov 2013)
    • CF1 Director (21 Jul 2006 to 14 Nov 2013)
    • CF24 Pension Transfer Specialist (14 Feb 2005 to 31 Oct 2007)
    • CF21 Investment Adviser (28 Jan 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (2 Aug 2004 to 28 Jan 2005)
  • P J G Financial Services (no longer approved here)

    FRN 193472

    • (3)Employed By (13 Aug 2004 to 23 Dec 2004)

Recent activity

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

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