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FirmTracer aggregates publicly available data from official regulatory sources including the FCA Financial Services Register and Companies House. All data links directly to its original official source. This information is provided for research and due diligence purposes only and does not constitute legal or financial advice. FirmTracer is not affiliated with the Financial Conduct Authority or Companies House.

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  5. Lucy Louise Ellis

Lucy Louise Ellis

IRN: LXE00140•Active
Type
Directory Person
Known As
—
Total Roles
5
Active Roles
5

Current Roles (5)

FirmRoleSince
CG Wealth Planning Limited[FCA CF] Functions requiring qualifications29/10/2024
CG Wealth Planning LimitedCPD4 - Personal recommendation on retail investments (not broker funds)28/10/2024
CG Wealth Planning LimitedCPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)28/10/2024
CG Wealth Planning LimitedThe Chartered Insurance Institute (CII)28/10/2024
CG Wealth Planning Limited[FCA CF] Client dealing23/02/2024