Shonagh Livingstone

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

    • 11. Pension transfer specialist
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 11 Nov 2019)
    • CF30 Customer (since 19 Sep 2012)
  • PW & Partners Ltd

    FRN 916081

    • (4)Employed By (since 6 Nov 2019)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (1 Nov 2007 to 31 Dec 2010)
    • CF22 Investment Adviser (Trainee) (23 Jan 2007 to 31 Oct 2007)

Recent activity

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

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