Sarah Grimley

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.

  • Best Practice IFA Group Limited (no longer approved here)

    FRN 223112

    • Appointed representative dealing with clients for which they require qualification (6 Oct 2023 to 6 Mar 2026)
    • [FCA CF] Client dealing (6 Oct 2023 to 6 Mar 2026)
    • CF1 Director (AR) (4 Oct 2023 to 6 Mar 2026)
    • CF30 Customer (4 Oct 2023 to 6 Mar 2026)
  • HW Financial Services Limited (no longer approved here)

    FRN 134190

    • [FCA CF] Client dealing (10 Sep 2020 to 18 Jan 2023)
    • [FCA CF] Functions requiring qualifications (10 Sep 2020 to 18 Jan 2023)
    • [FCA CF] Manager of certification employee (10 Sep 2020 to 18 Jan 2023)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • [FCA CF] Functions requiring qualifications (10 Sep 2020 to 18 Jan 2023)
    • [FCA CF] Manager of certification employee (10 Sep 2020 to 18 Jan 2023)
    • [FCA CF] Client dealing (10 Sep 2020 to 18 Jan 2023)

Recent activity

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

No changes recorded yet.