Sharon Cassidy

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.

  • Hastie Wealth Management Ltd (no longer approved here)

    FRN 939816

    • (3)Employed By (15 Mar 2023 to 5 Mar 2024)
  • M&G ADVICE PARTNERS LIMITED (no longer approved here)

    FRN 584256

    • Appointed representative dealing with clients for which they require qualification (1 May 2021 to 13 Aug 2024)
    • CF1 Director (AR) (22 Mar 2021 to 5 Mar 2024)
    • CF30 Customer (22 Mar 2021 to 5 Mar 2024)
    • [FCA CF] Client dealing (1 Jul 2020 to 30 Apr 2021)
    • [FCA CF] Functions requiring qualifications (1 Jul 2020 to 30 Apr 2021)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (1 Nov 2007 to 11 Sep 2012)
    • CF21 Investment Adviser (17 Sep 2007 to 31 Oct 2007)
  • HBOS Investment Fund Managers Limited (no longer approved here)

    FRN 119223

    • CF21 Investment Adviser (24 Sep 2002 to 5 Jun 2003)

Recent activity

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

No changes recorded yet.