Zoe Taylor

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.

  • Lawrence Neil Wealth Management Ltd

    FRN 942063

    • Employed By (since 31 Dec 2020)
  • St. James's Place Wealth Management Plc

    FRN 195351

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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 21 Sep 2018)
    • CF30 Customer (26 Jun 2018 to 12 Jul 2018)
  • CBR Wealth Management Limited (no longer approved here)

    FRN 585858

    • Employed By (21 Sep 2018 to 11 Nov 2019)

Recent activity

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

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