Adam Bagley

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.

  • 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 17 Mar 2025)
    • CF1 Director (AR) (since 13 Feb 2025)
    • CF30 Customer (since 13 Feb 2025)
  • Adam Bagley Financial Planning Ltd

    FRN 951657

    • (2)Employed By (since 13 Feb 2025)
  • Sense Network Limited (no longer approved here)

    FRN 465124

    • [FCA CF] Client dealing (7 Jul 2021 to 14 Mar 2025)
    • Appointed representative dealing with clients for which they require qualification (7 Jul 2021 to 18 Mar 2025)
    • CF30 Customer (1 Jul 2021 to 14 Mar 2025)
    • CF1 Director (AR) (1 Jul 2021 to 14 Mar 2025)
  • Nationwide Building Society (no longer approved here)

    FRN 106078

    • CF30 Customer (6 Apr 2010 to 23 Aug 2013)
  • Adam Bagley Financial Planning (no longer approved here)

    FRN 495934

    • Employed By (5 Feb 2009 to 8 Dec 2019)
  • Park View Financial Planning Limited (no longer approved here)

    FRN 229206

    • (11)Employed By (5 Nov 2004 to 8 Dec 2019)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF21 Investment Adviser (1 Dec 2001 to 2 Oct 2004)
  • Scottish Widows Unit Trust Managers Limited (no longer approved here)

    FRN 122129

    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 17 Jul 2002)

Recent activity

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

  1. controlled function removed: Employed By at Adam Bagley Financial Planning Ltd

  2. controlled function added: (2)Employed By at Adam Bagley Financial Planning Ltd