Meghan Frances Sorrie

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • QUILTER FINANCIAL SERVICES LIMITED

    FRN 440703

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 19 Sep 2024)
    • CF1 Director (AR) (since 4 Sep 2024)
    • CF30 Customer (since 4 Sep 2024)
  • Gibson Private Wealth Ltd

    FRN 1018944

    • (2)Employed By (since 4 Sep 2024)
  • GMG Investment Managers Ltd (no longer approved here)

    FRN 713109

    • (3)Employed By (25 Jan 2024 to 25 Jul 2024)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • Appointed representative dealing with clients for which they require qualification (16 Jan 2024 to 25 Jul 2024)
    • CF30 Customer (11 Dec 2023 to 25 Jul 2024)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • Appointed representative dealing with clients for which they require qualification (17 Mar 2022 to 25 Jan 2024)
    • CF30 Customer (17 Mar 2022 to 25 Jan 2024)

Recent activity

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

  1. controlled function removed: Employed By at GMG Investment Managers Ltd

  2. controlled function added: (3)Employed By at GMG Investment Managers Ltd