Susan Hides

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.

  • 2 Plan Wealth Management Limited

    FRN 461598

    • 21. Advising or arranging (bringing about) equity release transactions
    • 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)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 2 Nov 2021)
    • CF30 Customer (since 20 Jun 2021)
    • CF1 Director (AR) (since 20 Jun 2021)
    • [FCA CF] Functions requiring qualifications (26 Jan 2021 to 2 Nov 2021)
    • [FCA CF] Client dealing (26 Jan 2021 to 2 Nov 2021)
  • SMH Wealth Associates Ltd

    FRN 947194

    • (2)Employed By (since 20 Jun 2021)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (31 Jan 2018 to 22 Oct 2020)
  • RetireInvest Limited (no longer approved here)

    FRN 735551

    • (14)Employed By (31 Jan 2018 to 22 Oct 2020)
  • Gallagher Risk & Reward Limited (no longer approved here)

    FRN 184711

    • CF30 Customer (11 May 2016 to 31 Jan 2018)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (16 Apr 2014 to 6 Mar 2016)
    • CF21 Investment Adviser (26 Feb 2007 to 24 Aug 2007)
    • CF22 Investment Adviser (Trainee) (19 Sep 2005 to 26 Feb 2007)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF30 Customer (5 Jul 2010 to 26 Oct 2012)
  • ST. JAMES'S PLACE UNIT TRUST GROUP LIMITED (no longer approved here)

    FRN 122472

    • CF21 Investment Adviser (1 Apr 2003 to 3 Jun 2003)
    • CF22 Investment Adviser (Trainee) (5 Sep 2002 to 1 Apr 2003)
  • ST. JAMES'S PLACE UK PLC (no longer approved here)

    FRN 150026

    • CF21 Investment Adviser (1 Apr 2003 to 3 Jun 2003)
    • CF22 Investment Adviser (Trainee) (5 Sep 2002 to 1 Apr 2003)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF21 Investment Adviser (1 Apr 2003 to 2 Aug 2004)
    • CF22 Investment Adviser (Trainee) (5 Sep 2002 to 1 Apr 2003)

Recent activity

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

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