Patricia Jane Alcock

Last updated
3 weeks ago
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Where they hold approval

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

  • Capital Planning Partners (Holdings) Ltd

    FRN 1030521

    • Employed By (since 28 May 2025)
  • St. James's Place Wealth Management Plc

    FRN 195351

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 25 Jun 2015)
    • CF4 Partner (AR) (8 Mar 2023 to 22 Jan 2024)
  • Capital Planning Partners Ltd (no longer approved here)

    FRN 587076

    • Employed By (25 Jun 2015 to 23 Jun 2025)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (1 Nov 2007 to 28 Feb 2012)
    • CF22 Investment Adviser (Trainee) (4 Oct 2007 to 31 Oct 2007)

Recent activity

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

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