Samantha Jane White

• Best Practice IFA Group Limited

  FRN 223112

  • 7. Giving personal recommendations on long-term care insurance contracts
  • 21. Advising or arranging (bringing about) equity release transactions
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 9A. Advising on P2P agreements
  • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • CF30 Customer (since 21 Mar 2017)
• Benchmark Financial Planning Limited

  FRN 227247

  • Employed By (since 21 Mar 2017)
• M&G ADVICE PARTNERS LIMITED (no longer approved here)

  FRN 584256

  • CF30 Customer (9 Sep 2013 to 10 Mar 2017)
• Prudential Distribution Limited (no longer approved here)

  FRN 194709

  • CF30 Customer (17 Jan 2012 to 9 Sep 2013)
• Lloyds Bank PLC (no longer approved here)

  FRN 119278

  • CF30 Customer (15 Mar 2010 to 15 Jan 2012)
• Bank of Scotland plc (no longer approved here)

  FRN 169628

  • CF30 Customer (14 Feb 2008 to 14 Mar 2010)
• HBOS Investment Fund Managers Limited (no longer approved here)

  FRN 119223

  • CF21 Investment Adviser (4 Dec 2002 to 5 Jun 2003)
  • CF22 Investment Adviser (Trainee) (24 Sep 2002 to 4 Dec 2002)

No changes recorded yet.