Sarah Ruth Coulson

Last updated
1 week ago
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Where they hold approval

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

  • Balance: Wealth Planning Limited

    FRN 629329

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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)
    • 11. Pension transfer specialist
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Functions requiring qualifications (since 17 Jun 2025)
    • [FCA CF] Client dealing (since 17 Jun 2025)
  • Scottish Widows Schroder Personal Wealth Limited (no longer approved here)

    FRN 830170

    • [FCA CF] Functions requiring qualifications (4 Nov 2022 to 1 Jun 2025)
    • [FCA CF] Client dealing (4 Nov 2022 to 1 Jun 2025)
  • Chattertons Wealth Management Limited (no longer approved here)

    FRN 766148

    • [FCA CF] Client dealing (3 Dec 2020 to 31 Aug 2022)
    • [FCA CF] Functions requiring qualifications (3 Dec 2020 to 31 Aug 2022)
  • TrinityBridge Limited (no longer approved here)

    FRN 119329

    • CF30 Customer (11 Jan 2019 to 29 Nov 2019)
  • Castlegate Financial Management Limited (no longer approved here)

    FRN 169777

    • CF30 Customer (19 Feb 2014 to 30 Nov 2018)

Recent activity

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

No changes recorded yet.