Rachel Dawn Washington

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 14 May 2025)
    • CF30 Customer (since 25 Apr 2025)
    • CF30 Customer (23 Sep 2013 to 18 Jul 2014)
  • Bright FS Limited

    FRN 841237

    • Employed By (since 25 Apr 2025)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • [FCA CF] Functions requiring qualifications (31 May 2018 to 30 Sep 2024)
    • [FCA CF] Manager of certification employee (28 Nov 2016 to 30 May 2018)
    • CF30 Customer (2 Sep 2008 to 3 Aug 2010)
    • CF21 Investment Adviser (21 Jun 2004 to 23 Sep 2007)
    • CF22 Investment Adviser (Trainee) (12 Jan 2004 to 21 Jun 2004)
  • Bright FS Ltd (no longer approved here)

    FRN 591589

    • Employed By (23 Sep 2013 to 18 Jul 2014)
  • Phoenix Wealth Services Limited (no longer approved here)

    FRN 465753

    • CF30 Customer (8 Sep 2010 to 31 May 2013)

Recent activity

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

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