Sharon Marie Taylor

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • AAB Wealth Limited

    FRN 608548

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 8 Sep 2025)
    • [FCA CF] Client dealing (since 8 Sep 2025)
  • Magus Private Wealth Limited

    FRN 191022

    • 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)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (9 Oct 2013 to 17 Apr 2026)
  • Wilder Coe Financial Planning LLP

    FRN 506776

    • Employed By (since 29 Apr 2015)
  • Magus Professional Partners LLP (no longer approved here)

    FRN 500360

    • (9)Employed By (29 Apr 2015 to 17 Apr 2026)
  • Herbert Scott Ltd (no longer approved here)

    FRN 179810

    • CF30 Customer (14 Jun 2011 to 17 May 2013)
  • AV Trinity Limited (no longer approved here)

    FRN 182032

    • CF30 Customer (19 Nov 2009 to 20 May 2010)

Recent activity

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

No changes recorded yet.