Shelley Woodrow

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • Perspective (North West) Limited

    FRN 229808

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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 28 Jan 2026)
    • [FCA CF] Client dealing (since 28 Jan 2026)
  • Brian Mellor Financial Services Limited (no longer approved here)

    FRN 540721

    • [FCA CF] Functions requiring qualifications (1 Oct 2020 to 12 Dec 2025)
    • [FCA CF] Client dealing (1 Oct 2020 to 12 Dec 2025)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Oct 2020)
    • [FCA CF] Client dealing (9 Dec 2019 to 1 Oct 2020)
    • CF30 Customer (9 Nov 2018 to 8 Dec 2019)
  • Succession Financial Management Limited (no longer approved here)

    FRN 225831

    • CF30 Customer (2 Mar 2017 to 26 Sep 2018)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • CF30 Customer (2 Mar 2017 to 26 Sep 2018)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (24 Sep 2013 to 1 Feb 2017)
  • Franklyn Financial Management Ltd (no longer approved here)

    FRN 416194

    • (12)Employed By (24 Sep 2013 to 1 Feb 2017)

Recent activity

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

No changes recorded yet.