Sophie Annabel Lackie

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • CF1 Director (AR) (since 14 Dec 2023)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 16 Aug 2018)
  • Pearwood Financial Planning Limited

    FRN 1006055

    • (3)Employed By (since 14 Dec 2023)
  • Reflect Financial Limited (no longer approved here)

    FRN 932095

    • (39)Employed By (20 Aug 2020 to 29 Feb 2024)
  • Willson Grange Ltd (no longer approved here)

    FRN 503107

    • Employed By (16 Aug 2018 to 7 Sep 2020)

Recent activity

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

No changes recorded yet.