Natalie Mary Donnell

Last updated
1 week ago
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Where they hold approval

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

  • Flying Colours Advice Limited

    FRN 672022

    • 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 15 Jul 2022)
    • [FCA CF] Client dealing (since 15 Jul 2022)
  • WREN STERLING FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 665653

    • [FCA CF] Functions requiring qualifications (4 Jan 2022 to 5 Jul 2022)
    • [FCA CF] Client dealing (4 Jan 2022 to 5 Jul 2022)
  • Paterson Financial Planning Ltd (no longer approved here)

    FRN 401850

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 10 Dec 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 10 Dec 2021)
    • CF30 Customer (6 Dec 2017 to 8 Dec 2019)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (3 Mar 2017 to 31 Oct 2017)

Recent activity

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

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