Olivia Jane Kennedy

• Finli (G&P) Ltd

  FRN 142752

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Functions requiring qualifications (since 13 Jun 2023)
  • [FCA CF] Client dealing (since 13 Jun 2023)
• QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

  FRN 440703

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2023)
  • CF30 Customer (2 Nov 2016 to 31 Mar 2023)
• Quilter Private Client Advisers Limited (no longer approved here)

  FRN 227836

  • (71)Employed By (2 Nov 2016 to 31 Mar 2023)
• ACUMEN FINANCIAL ADVISERS LIMITED (no longer approved here)

  FRN 583606

  • CF30 Customer (31 Mar 2014 to 16 May 2016)
• Alexander House Financial Services Limited (no longer approved here)

  FRN 601371

  • Employed By (17 Jul 2013 to 6 Jun 2014)
• Bank of Scotland plc (no longer approved here)

  FRN 169628

  • CF30 Customer (1 Nov 2007 to 14 Sep 2012)
  • CF21 Investment Adviser (17 Sep 2007 to 31 Oct 2007)
• HBOS Investment Fund Managers Limited (no longer approved here)

  FRN 119223

  • CF21 Investment Adviser (24 Sep 2002 to 5 Jun 2003)

No changes recorded yet.