Sasha Rose McKee

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.

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 21. Advising or arranging (bringing about) equity release transactions
    • 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 2 Oct 2008)
  • Eight Wealth Management Limited

    FRN 416757

    • (6)Employed By (since 23 Jan 2013)
  • Elevate Portfolio Services Limited (no longer approved here)

    FRN 144849

    • CF21 Investment Adviser (15 Oct 2003 to 28 Feb 2004)
    • CF22 Investment Adviser (Trainee) (18 Jun 2002 to 15 Oct 2003)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF21 Investment Adviser (15 Oct 2003 to 28 Feb 2004)
    • CF22 Investment Adviser (Trainee) (18 Jun 2002 to 15 Oct 2003)
  • Heathcliffe Associates (no longer approved here)

    FRN 158314

    • Employed By (18 Jun 2002 to 28 Feb 2004)

Recent activity

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

No changes recorded yet.