Sarah Pritchard

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.

  • Paul Rodriguez Wealth Management Limited

    FRN 536898

    • (2)Employed By (since 21 Feb 2022)
  • St. James's Place Wealth Management Plc

    FRN 195351

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 23 May 2019)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (7 Oct 2009 to 11 Jan 2012)
    • CF21 Investment Adviser (5 Jun 2003 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 5 Jun 2003)

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

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