Zoe Lesley Mountier

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

    • 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 24 Jun 2025)
    • CF30 Customer (since 10 Jun 2025)
  • Forbes Financial Ltd

    FRN 481036

    • (2)Employed By (since 10 Jun 2025)
  • Origen Financial Services Limited (no longer approved here)

    FRN 192666

    • [FCA CF] Client dealing (1 Feb 2024 to 4 Nov 2024)
    • [FCA CF] Functions requiring qualifications (1 Feb 2024 to 4 Nov 2024)
  • Nationwide Building Society (no longer approved here)

    FRN 106078

    • [FCA CF] Functions requiring qualifications (7 Mar 2016 to 31 Jan 2024)
    • CF30 Customer (28 Oct 2013 to 12 Nov 2015)

Recent activity

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

No changes recorded yet.