Michelle Sheppard

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 4 May 2011)
    • CF30 Customer (since 1 Nov 2007)
    • CF21 Investment Adviser (12 Dec 2003 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (1 Aug 2003 to 12 Dec 2003)
  • The Michelle Sheppard Practice Ltd

    FRN 416945

    • Employed By (since 8 Dec 2004)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • CF21 Investment Adviser (1 Dec 2001 to 31 Jul 2003)
    • CF1 Director (AR) (1 Dec 2001 to 31 Jul 2003)
  • Allan Wring Associates Limited (no longer approved here)

    FRN 121509

    • Employed By (1 Oct 1998 to 31 Jul 2003)

Recent activity

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

No changes recorded yet.