Michelle Headen

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.

  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (6 Feb 2025 to 8 Dec 2025)
    • CF30 Customer (3 Feb 2025 to 8 Dec 2025)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • [FCA CF] Functions requiring qualifications (30 Jun 2022 to 15 Jan 2025)
    • [FCA CF] Client dealing (30 Jun 2022 to 15 Jan 2025)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2022)
    • CF1 Director (AR) (29 Oct 2013 to 30 Sep 2022)
    • CF30 Customer (1 Nov 2007 to 1 Aug 2013)
    • CF21 Investment Adviser (27 Feb 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (8 Feb 2007 to 27 Feb 2007)
    • CF7 Sole Trader (AR) (7 Mar 2006 to 31 Jan 2007)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (29 Oct 2013 to 30 Sep 2022)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF21 Investment Adviser (1 Jun 2005 to 31 Mar 2006)
    • CF7 Sole Trader (AR) (1 Jun 2005 to 31 Mar 2006)
  • Elland Road Financial Solutions Limited (no longer approved here)

    FRN 215092

    • (5)Employed By (1 Dec 2001 to 3 Jan 2019)

Recent activity

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

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