Julie Pamela Mitchell
IRN: JPM01298•Active
Current Roles (5)
| Firm | Role | Since |
|---|---|---|
| CG Wealth Planning Limited | CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway) | 21/07/2025 |
| CG Wealth Planning Limited | [FCA CF] Functions requiring qualifications | 01/12/2024 |
| CG Wealth Planning Limited | [FCA CF] Client dealing | 01/12/2024 |
| CG Wealth Planning Limited | The Chartered Insurance Institute (CII) | 29/11/2024 |
| CG Wealth Planning Limited | CPD4 - Personal recommendation on retail investments (not broker funds) | 29/11/2024 |
Past Roles (15)
| Firm | Role | From | To | Status |
|---|---|---|---|---|
| Focus Financial Management (Scotland) Ltd | [FCA CF] Functions requiring qualifications | 09/12/2020 | 22/02/2023 | Withdrawn (Firm Cancellation) |
| Intelligent Capital Ltd | [FCA CF] Client dealing | 09/12/2020 | 31/03/2025 | Withdrawn |
| Focus Financial Management (Scotland) Ltd | [FCA CF] Client dealing | 09/12/2020 | 22/02/2023 | Withdrawn (Firm Cancellation) |
| Intelligent Capital Ltd | [FCA CF] Functions requiring qualifications | 09/12/2020 | 31/03/2025 | Withdrawn |
| Intelligent Capital Ltd | CPD4 - Personal recommendation on retail investments (not broker funds) | 08/12/2020 | 07/04/2025 | Withdrawn |
| Focus Financial Management (Scotland) Ltd | CPD4 - Personal recommendation on retail investments (not broker funds) | 08/12/2020 | 22/02/2023 | Withdrawn (Firm Cancellation) |
| Focus Financial Management (Scotland) Ltd | The Chartered Insurance Institute (CII) | 08/12/2020 | 22/02/2023 | Withdrawn (Firm Cancellation) |
| Intelligent Capital Ltd | The Chartered Insurance Institute (CII) | 08/12/2020 | 07/04/2025 | Withdrawn |
| Focus Financial Management (Scotland) Ltd | CF30 Customer | 02/07/2019 | 08/12/2019 | Withdrawn |
| Intelligent Capital Ltd | CF30 Customer | 10/06/2019 | 08/12/2019 | Withdrawn |
| Succession Financial Management Limited | CF30 Customer | 21/09/2017 | 03/06/2019 | Withdrawn |
| SUCCESSION WEALTH MANAGEMENT LIMITED | CF30 Customer | 01/08/2017 | 03/06/2019 | Withdrawn |
| Caledonia Financial Planning Ltd | CF30 Customer | 01/04/2011 | 29/01/2015 | Withdrawn |
| Key Financial Advisers LLP | Employed By | 03/11/2008 | 22/03/2011 | Terminated |
| TenetConnect Services Limited | CF30 Customer | 29/09/2008 | 22/03/2011 | Withdrawn |