Samantha Challis

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.

  • New Leaf Distribution Limited

    FRN 460421

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF1 Director (AR) (since 28 Jan 2022)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 30 Nov 2016)
    • Appointed representative dealing with clients for which they require qualification (20 May 2020 to 13 Jun 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 13 Jun 2023)
  • Another View Financial Services Ltd

    FRN 921960

    • (2)Employed By (since 20 May 2020)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (8 Sep 2016 to 24 Nov 2016)
  • Beaulieu Wealth Management Ltd (no longer approved here)

    FRN 501479

    • Employed By (8 Sep 2016 to 24 Nov 2016)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (14 Nov 2012 to 26 Jun 2013)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF30 Customer (22 Mar 2012 to 5 Nov 2012)

Recent activity

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

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