Susan Wilson

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.

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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)
    • CF4 Partner (AR) (since 28 Jun 2018)
    • CF30 Customer (since 14 Nov 2011)
  • Finlay Wealth Management LLP

    FRN 568222

    • (4)Employed By (since 14 Nov 2011)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF22 Investment Adviser (Trainee) (11 Sep 2006 to 30 Jul 2007)

Recent activity

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

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