Rachel Susan Bleakley

Last updated
1 week ago
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Where they hold approval

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

  • HW Financial Services Limited

    FRN 134190

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Client dealing (since 8 Oct 2024)
    • [FCA CF] Functions requiring qualifications (since 8 Oct 2024)
  • Evelyn Partners Financial Planning Limited

    FRN 136414

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Client dealing (since 8 Oct 2024)
    • [FCA CF] Functions requiring qualifications (since 8 Oct 2024)
  • Succession Financial Management Limited (no longer approved here)

    FRN 225831

    • [FCA CF] Client dealing (5 Jan 2024 to 28 Jun 2024)
    • [FCA CF] Functions requiring qualifications (5 Jan 2024 to 28 Jun 2024)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • [FCA CF] Functions requiring qualifications (5 Jan 2024 to 28 Jun 2024)
    • [FCA CF] Client dealing (5 Jan 2024 to 28 Jun 2024)
  • Fisher Investments Europe Limited (no longer approved here)

    FRN 191609

    • [FCA CF] Client dealing (13 Jul 2022 to 11 Sep 2023)
    • [FCA CF] Functions requiring qualifications (13 Jul 2022 to 11 Sep 2023)
  • Chase de Vere Independent Financial Advisers limited (no longer approved here)

    FRN 137914

    • [FCA CF] Functions requiring qualifications (10 Dec 2020 to 19 May 2022)
    • [FCA CF] Client dealing (10 Dec 2020 to 19 May 2022)
  • WREN STERLING FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 665653

    • CF30 Customer (12 Jan 2018 to 8 Dec 2019)
  • M&G ADVICE PARTNERS LIMITED (no longer approved here)

    FRN 584256

    • CF30 Customer (10 Nov 2016 to 27 Dec 2017)
  • Kind Wealth Ltd (no longer approved here)

    FRN 604355

    • (2)Employed By (10 Jun 2016 to 8 Nov 2016)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (14 Oct 2015 to 29 Apr 2016)
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Recent activity

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

  1. controlled function removed: Employed By at Kind Wealth Ltd

  2. controlled function added: (2)Employed By at Kind Wealth Ltd