Rebeca Barwick-Barrett

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.

  • CHURCHILL WEALTH MANAGEMENT LIMITED

    FRN 670373

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 11 Oct 2024)
    • [FCA CF] Functions requiring qualifications (since 9 Oct 2024)
  • Kellands (Bristol) Limited (no longer approved here)

    FRN 196145

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Oct 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 Oct 2024)
    • CF30 Customer (16 May 2017 to 8 Dec 2019)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF1 Director (AR) (20 Aug 2016 to 6 Mar 2017)
    • CF30 Customer (20 Aug 2016 to 6 Mar 2017)

Recent activity

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

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