Nicole Frances Everson

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

    FRN 195351

    • 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)
    • CF30 Customer (since 3 May 2017)
    • CF1 Director (AR) (since 3 May 2017)
    • CF30 Customer (29 Oct 2015 to 3 Nov 2015)
  • Nicole Everson Wealth Management Ltd

    FRN 723104

    • (1)Employed By (since 3 May 2017)
    • (1)Employed By (29 Oct 2015 to 3 Nov 2015)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (10 Jun 2013 to 10 Jul 2017)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (545)Employed By (10 Jun 2013 to 10 Jul 2017)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (28 Apr 2008 to 11 Nov 2012)

Recent activity

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

No changes recorded yet.