Susan Jane Leverton

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Where they hold approval

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

Capital Planning Partners (Holdings) Ltd
FRN 1030521
- Employed By (since 28 May 2025)
St. James's Place Wealth Management Plc
FRN 195351
- 7. Giving personal recommendations on long-term care insurance contracts
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (since 10 Jun 2016)
- CF4 Partner (AR) (11 Aug 2022 to 22 Jan 2024)
Capital Planning Partners Ltd (no longer approved here)
FRN 587076
- Employed By (20 Sep 2017 to 23 Jun 2025)

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

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Senior staff at any authorised firm have to be approved by the FCA personally.
Approved individual: Someone the FCA has personally signed off to hold a senior role at an authorised firm — directors, compliance officers and similar. They're held accountable for the firm's conduct.
Controlled functions: The specific senior roles the FCA approves people to hold, like 'Compliance oversight' or 'Money laundering reporting'. Each approval is tied to a particular firm.
IRN: Individual Reference Number — the unique ID the FCA assigns to each approved person. It stays the same as they move between firms.

Information on this page is sourced from the official FCA register.