Susan Patricia McWilliam

Last updated
5 days ago
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Where they hold approval

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

  • Standard Life Financial Advice Services Limited

    FRN 1031181

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 24 Feb 2026)
    • [FCA CF] Client dealing (since 24 Feb 2026)
  • Bridge Investments Partners Limited (no longer approved here)

    FRN 608975

    • CF30 Customer (12 Jul 2016 to 13 Jun 2017)
  • NatWest Markets Plc (no longer approved here)

    FRN 121882

    • CF30 Customer (1 Nov 2007 to 28 Nov 2008)
    • CF21 Investment Adviser (1 Aug 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (2 Jan 2007 to 1 Aug 2007)
  • ABERDEEN PLATFORM LIMITED (no longer approved here)

    FRN 188796

    • CF22 Investment Adviser (Trainee) (7 Feb 2005 to 21 Apr 2005)

Recent activity

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

No changes recorded yet.