Susan Lorraine Hill

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

    • 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
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 5 Dec 2023)
    • CF30 Customer (since 1 Nov 2023)
    • CF1 Director (AR) (since 1 Nov 2023)
  • Susan Hill FP Ltd

    FRN 760055

    • (1)Employed By (since 1 Nov 2023)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Dec 2023)
    • CF1 Director (AR) (4 Nov 2016 to 19 Dec 2023)
    • CF30 Customer (4 Nov 2016 to 19 Dec 2023)
  • Sense Network Limited (no longer approved here)

    FRN 465124

    • CF30 Customer (23 Aug 2012 to 26 Jul 2016)
  • SCM Private LLP (no longer approved here)

    FRN 497525

    • CF4 Partner (1 Jun 2011 to 3 May 2012)
    • CF30 Customer (1 Jun 2011 to 3 May 2012)
  • Syndaxi Financial Planning Ltd (no longer approved here)

    FRN 187064

    • (13)Employed By (8 Oct 2010 to 3 May 2011)
  • RAYMOND JAMES INVESTMENT SERVICES LIMITED (no longer approved here)

    FRN 194713

    • CF30 Customer (8 Oct 2010 to 3 May 2011)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (1 Nov 2007 to 22 Apr 2010)
    • CF21 Investment Adviser (12 Sep 2002 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (12 Mar 2002 to 12 Sep 2002)
  • Susan Hill (no longer approved here)

    FRN 416474

    • (2)Employed By (8 Dec 2004 to 22 Apr 2010)
  • ST. JAMES'S PLACE UNIT TRUST GROUP LIMITED (no longer approved here)

    FRN 122472

    • CF21 Investment Adviser (12 Sep 2002 to 3 Jun 2003)
    • CF22 Investment Adviser (Trainee) (12 Mar 2002 to 12 Sep 2002)
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Recent activity

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

  1. controlled function removed: Employed By at Susan Hill FP Ltd

  2. controlled function added: (1)Employed By at Susan Hill FP Ltd