Samantha Jane Tulloch

• St. James's Place Wealth Management Plc

  FRN 195351

  • 7. Giving personal recommendations on long-term care insurance contracts
  • 11. Pension transfer specialist
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • CF1 Director (AR) (since 27 Jan 2020)
  • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • CF30 Customer (since 18 Apr 2017)
• Tulloch Wealth Management Limited

  FRN 819665

  • (3)Employed By (since 8 Oct 2018)
• Sage Wealth Management Limited (no longer approved here)

  FRN 485343

  • (4)Employed By (18 Apr 2017 to 8 Oct 2018)
• Affinity Financial Awareness Limited (no longer approved here)

  FRN 409160

  • CF30 Customer (10 Jun 2016 to 16 Mar 2017)
• Marshall Zoing Limited (no longer approved here)

  FRN 222974

  • CF30 Customer (7 Dec 2015 to 13 Jun 2016)
• Wealth At Work Limited (no longer approved here)

  FRN 417367

  • CF30 Customer (19 Jun 2014 to 16 Mar 2017)
• Lloyds Bank PLC (no longer approved here)

  FRN 119278

  • CF30 Customer (5 Jun 2008 to 1 Jan 2010)
• Legal and General Assurance Society Limited (no longer approved here)

  FRN 117659

  • CF21 Investment Adviser (1 Dec 2001 to 29 Oct 2007)
• Legal & General (Unit Trust Managers) Limited (no longer approved here)

  FRN 119273

  • CF21 Investment Adviser (1 Dec 2001 to 29 Oct 2007)

No changes recorded yet.