Sarah Caroline Woodfield

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.

  • Sense Network Limited

    FRN 465124

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 21 May 2024)
    • Appointed representative dealing with clients for which they require qualification (since 21 May 2024)
    • CF1 Director (AR) (since 3 May 2024)
    • CF30 Customer (since 3 May 2024)
  • Wealth Stream Limited

    FRN 1009809

    • (1)Employed By (since 3 May 2024)
  • GODDARD PERRY CONSULTING LIMITED (no longer approved here)

    FRN 125376

    • [FCA CF] Client dealing (9 Dec 2019 to 9 Oct 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 9 Oct 2023)
    • CF30 Customer (14 Feb 2018 to 8 Dec 2019)
  • Monetary Solutions Limited (no longer approved here)

    FRN 590335

    • CF30 Customer (28 Aug 2013 to 28 Feb 2018)
  • Dragonfly Planning Limited (no longer approved here)

    FRN 154478

    • (9)Employed By (16 Jul 2009 to 13 Sep 2013)

Recent activity

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

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