Sarah Elizabeth Quirk

Last updated
3 weeks ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • 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
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 28 Sep 2012)
    • CF30 Customer (since 28 Sep 2012)
  • Sarah Quirk Associates ltd

    FRN 588985

    • (1)Employed By (since 28 Sep 2012)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (14 Apr 2011 to 19 Nov 2012)
  • Origen Financial Services Limited (no longer approved here)

    FRN 192666

    • CF21 Investment Adviser (1 Mar 2005 to 20 Apr 2007)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 13 Jan 2002)

Recent activity

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

No changes recorded yet.