Zoe Jo Dagless

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.

  • Sense Network Limited

    FRN 465124

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • Appointed representative dealing with clients for which they require qualification (since 1 Aug 2023)
    • [FCA CF] Client dealing (since 1 Aug 2023)
    • CF1 Director (AR) (since 14 Jun 2023)
    • CF30 Customer (since 14 Jun 2023)
  • Meliora Financial Planning Limited

    FRN 997575

    • (1)Employed By (since 14 Jun 2023)
  • VANGUARD ASSET MANAGEMENT, LTD. (no longer approved here)

    FRN 527839

    • [FCA CF] Functions requiring qualifications (21 Dec 2020 to 26 Jun 2023)
    • [FCA CF] Client dealing (21 Dec 2020 to 26 Jun 2023)

Recent activity

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

No changes recorded yet.