Megan Claire Smith

Last updated
2 days ago
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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

    • 11. Pension transfer specialist
    • 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 1 Nov 2007)
    • CF22 Investment Adviser (Trainee) (26 Oct 2007 to 31 Oct 2007)
  • Financial Lifestyle Management Ltd

    FRN 433338

    • (39)Employed By (since 4 Jan 2019)
  • David Allard (no longer approved here)

    FRN 401676

    • Employed By (16 Jan 2012 to 6 Jun 2019)
  • Coutts & Company (no longer approved here)

    FRN 122287

    • CF22 Investment Adviser (Trainee) (2 Apr 2004 to 13 Apr 2006)

Recent activity

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

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