Theresa Maryanne Clements

Last updated
3 weeks ago
Watch for changes

Where they hold approval

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

  • Best Practice IFA Group Limited

    FRN 223112

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 9A. Advising on P2P agreements
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • Appointed representative dealing with clients for which they require qualification (since 16 May 2024)
    • [FCA CF] Client dealing (since 16 May 2024)
    • CF30 Customer (since 14 Feb 2024)
    • CF1 Director (AR) (since 14 Feb 2024)
  • Clements Financial Planning Ltd

    FRN 719744

    • (1)Employed By (since 16 May 2024)
    • (1)Employed By (14 Oct 2015 to 26 Mar 2024)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Mar 2024)
    • CF1 Director (AR) (14 Oct 2015 to 26 Mar 2024)
    • CF30 Customer (7 Jun 2010 to 26 Mar 2024)
  • Lothbury Pendil Financial Services Ltd (no longer approved here)

    FRN 517562

    • Employed By (7 Jun 2010 to 30 Dec 2015)

Recent activity

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

  1. controlled function removed: Employed By at Clements Financial Planning Ltd

  2. controlled function added: (1)Employed By at Clements Financial Planning Ltd