Rachel Ann Bayliss

Last updated
3 days 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
    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 30 Jul 2014)
  • Rachel Bayliss

    FRN 797702

    • (1)Employed By (since 5 Jan 2018)
  • Clarke Associates Wealth Management (no longer approved here)

    FRN 448193

    • Employed By (30 Jul 2014 to 5 Jan 2018)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (20 Nov 2007 to 11 Nov 2012)
  • Nationwide Building Society (no longer approved here)

    FRN 106078

    • CF21 Investment Adviser (4 May 2004 to 22 Sep 2006)
    • CF22 Investment Adviser (Trainee) (16 Aug 2002 to 4 May 2004)

Recent activity

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

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