Zoe Louise Birchall

• 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
  • CF1 Director (AR) (since 30 Mar 2022)
  • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • CF30 Customer (since 12 Apr 2017)
  • CF30 Customer (9 Dec 2013 to 30 Sep 2016)
• Smith Jackson Wealth Management Limited

  FRN 972581

  • (4)Employed By (since 22 Mar 2022)
• Chestergate Financial Services Ltd (no longer approved here)

  FRN 572051

  • Employed By (12 Apr 2017 to 5 Sep 2017)
• Lifetime Wealth Management Limited (no longer approved here)

  FRN 400358

  • (51)Employed By (3 May 2013 to 3 Dec 2013)
• QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

  FRN 440703

  • CF30 Customer (3 May 2013 to 3 Dec 2013)
• Phoenix Wealth Services Limited (no longer approved here)

  FRN 465753

  • CF30 Customer (6 Sep 2010 to 10 Jan 2012)
• Aviva Administration Limited (no longer approved here)

  FRN 185746

  • CF30 Customer (23 Jan 2009 to 16 Sep 2010)
• Clydesdale Bank Plc (no longer approved here)

  FRN 121873

  • CF30 Customer (1 Nov 2007 to 15 Feb 2009)
  • CF21 Investment Adviser (10 Jul 2006 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (24 Apr 2006 to 10 Jul 2006)

No changes recorded yet.