Rebecca Jade Welthy

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • S G Wealth Management Limited (no longer approved here)

    FRN 196001

    • [FCA CF] Client dealing (9 Jan 2024 to 24 Mar 2026)
    • [FCA CF] Functions requiring qualifications (9 Jan 2024 to 24 Mar 2026)
  • Emery (IFA) Limited (no longer approved here)

    FRN 526134

    • [FCA CF] Functions requiring qualifications (21 Mar 2022 to 5 Jan 2024)
    • [FCA CF] Client dealing (21 Mar 2022 to 5 Jan 2024)
  • Advance Wealth Limited (no longer approved here)

    FRN 494241

    • [FCA CF] Client dealing (1 Sep 2021 to 8 Nov 2021)
    • [FCA CF] Functions requiring qualifications (1 Sep 2021 to 8 Nov 2021)
  • WATSON MOORE INDEPENDENT FINANCIAL ADVISERS LIMITED (no longer approved here)

    FRN 433008

    • [FCA CF] Client dealing (9 Dec 2019 to 27 Aug 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 27 Aug 2021)
    • CF30 Customer (7 Jul 2016 to 27 Aug 2021)
  • Pinney Talfourd Wealth Management Limited (no longer approved here)

    FRN 775515

    • (1)Employed By (3 Apr 2017 to 27 Aug 2021)

Recent activity

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

No changes recorded yet.