Yongyi Neathercoat

Last updated
3 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

    • 21. Advising or arranging (bringing about) equity release transactions
    • 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 9 Dec 2019)
    • CF30 Customer (since 11 Mar 2016)
  • Yongyi Neathercoat

    FRN 799412

    • Employed By (since 31 Jan 2018)
  • Julian Trumper Financial Planning (no longer approved here)

    FRN 415126

    • (1)Employed By (11 Mar 2016 to 31 Jan 2018)

Recent activity

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

No changes recorded yet.