Tracey Anne O'Brien

• Benchmark Financial Planning Limited (no longer approved here)

  FRN 227247

  • Employed By (29 Dec 2023 to 1 Apr 2026)
• Best Practice IFA Group Limited (no longer approved here)

  FRN 223112

  • [FCA CF] Client dealing (9 Dec 2019 to 1 Apr 2026)
  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Apr 2026)
  • CF30 Customer (6 Sep 2019 to 1 Apr 2026)
• Openwork Limited (no longer approved here)

  FRN 408285

  • CF30 Customer (4 Sep 2015 to 31 Jul 2018)
• St. James's Place Wealth Management Plc (no longer approved here)

  FRN 195351

  • CF30 Customer (13 Dec 2011 to 30 Mar 2014)
• Westerham Financial Services Ltd (no longer approved here)

  FRN 401687

  • Employed By (13 Dec 2011 to 1 Apr 2026)
• Wish Financial Ltd (no longer approved here)

  FRN 479299

  • Employed By (12 Apr 2010 to 24 Dec 2010)
• The On-Line Partnership Limited (no longer approved here)

  FRN 192638

  • CF30 Customer (5 Jun 2009 to 24 Dec 2010)
  • CF1 Director (AR) (28 Nov 2007 to 29 Jul 2008)
• Mortgage Medics Limited (no longer approved here)

  FRN 475626

  • (2)Employed By (28 Nov 2007 to 29 Jul 2008)
• Lloyds Bank PLC (no longer approved here)

  FRN 119278

  • CF22 Investment Adviser (Trainee) (19 Nov 2004 to 3 Jun 2005)

No changes recorded yet.