Sarah Helen Jordan

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.

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 14 Jan 2021)
    • CF30 Customer (since 13 Jan 2021)
  • Sovereign Wealth Limited

    FRN 471459

    • (40)Employed By (since 13 Jan 2021)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Oct 2020)
    • CF30 Customer (30 Apr 2019 to 2 Oct 2020)
  • Financial Solutions (N.E.) Ltd (no longer approved here)

    FRN 215925

    • (5)Employed By (30 Apr 2019 to 2 Oct 2020)

Recent activity

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

No changes recorded yet.