Sarah Lesley McDonald

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.

  • 2 Plan Wealth Management Limited

    FRN 461598

    • 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
    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 19 Mar 2024)
    • CF1 Director (AR) (since 18 Oct 2023)
    • CF30 Customer (since 18 Oct 2023)
    • [FCA CF] Client dealing (since 1 Feb 2021)
    • [FCA CF] Functions requiring qualifications (since 1 Feb 2021)
  • Mulberry House Wealth Management Ltd

    FRN 1001015

    • (1)Employed By (since 18 Oct 2023)
  • M&G ADVICE PARTNERS LIMITED (no longer approved here)

    FRN 584256

    • [FCA CF] Client dealing (6 Jul 2020 to 14 Feb 2021)
    • [FCA CF] Functions requiring qualifications (6 Jul 2020 to 14 Feb 2021)
    • CF30 Customer (4 May 2018 to 8 Dec 2019)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (2 Jun 2016 to 1 Mar 2018)
  • NatWest Markets Plc (no longer approved here)

    FRN 121882

    • CF30 Customer (30 Sep 2014 to 15 Jun 2015)

Recent activity

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

No changes recorded yet.