Sophie Clare Annatalie Kilvert

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.

  • Rothschild & Co Wealth Management UK Limited

    FRN 218613

    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Manager of certification employee (since 28 Jan 2025)
    • [FCA CF] Functions requiring qualifications (since 31 Dec 2020)
    • [FCA CF] Client dealing (since 31 Dec 2020)
  • Seven Investment Management LLP (no longer approved here)

    FRN 589124

    • CF30 Customer (1 Mar 2013 to 15 Jul 2019)
  • Killik & Co LLP (no longer approved here)

    FRN 462016

    • CF30 Customer (1 Nov 2007 to 20 Dec 2007)
    • CF22 Investment Adviser (Trainee) (2 Apr 2007 to 31 Oct 2007)

Recent activity

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

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