Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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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 9 Dec 2019)
- CF30 Customer (since 14 Aug 2012)
- CF1 Director (AR) (18 Apr 2019 to 25 Aug 2020)
- CF4 Partner (AR) (14 Aug 2012 to 3 Apr 2025)
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Sally Burn-Jones
FRN 586291
- (1)Employed By (since 14 Aug 2012)
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- CF30 Customer (16 Apr 2010 to 13 Apr 2012)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.