Sally Edmondson

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.

  • Corbel Partners Limited

    FRN 429142

    • 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
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (since 29 Mar 2016)
    • [PRA CF] Key function holder (9 Dec 2019 to 10 Dec 2019)
  • Perspective (North West) Limited (no longer approved here)

    FRN 229808

    • CF30 Customer (20 Aug 2013 to 23 May 2016)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • CF30 Customer (15 Oct 2012 to 28 Aug 2013)
  • Cox Financial (no longer approved here)

    FRN 215442

    • Employed By (16 Mar 2010 to 23 Nov 2012)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF30 Customer (16 Mar 2010 to 23 Nov 2012)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (1 Nov 2007 to 30 Apr 2009)
    • CF21 Investment Adviser (17 Sep 2007 to 31 Oct 2007)
  • HBOS Investment Fund Managers Limited (no longer approved here)

    FRN 119223

    • CF21 Investment Adviser (24 Sep 2002 to 5 Jun 2003)

Recent activity

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

No changes recorded yet.