Adam James Kittredge

Last updated
2 weeks ago
Watch for changes

Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Taylormade Financial Planning LLP

    FRN 535867

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 9A. Advising on P2P agreements
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • SMF27 Partner (since 1 Apr 2025)
    • [FCA CF] Manager of certification employee (since 8 Dec 2023)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (31 Mar 2015 to 8 Dec 2019)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (7 Aug 2014 to 26 Feb 2015)
    • CF21 Investment Adviser (17 May 2004 to 31 Dec 2004)
    • CF22 Investment Adviser (Trainee) (2 Feb 2004 to 17 May 2004)
  • Capital Planning Partners Ltd (no longer approved here)

    FRN 587076

    • Employed By (7 Aug 2014 to 26 Feb 2015)
  • Sense Network Limited (no longer approved here)

    FRN 465124

    • CF30 Customer (21 Jan 2014 to 8 Aug 2014)
  • Temple Wealth Management Ltd (no longer approved here)

    FRN 531961

    • (14)Employed By (21 Jan 2014 to 8 Aug 2014)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (13 Jun 2011 to 29 Aug 2012)
  • Chase de Vere Independent Financial Advisers limited (no longer approved here)

    FRN 137914

    • CF30 Customer (1 Nov 2007 to 17 Apr 2008)
    • CF21 Investment Adviser (26 Sep 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (7 Mar 2007 to 27 Sep 2007)
  • Financial Solutions Midhurst Ltd (no longer approved here)

    FRN 416345

    • (2)Employed By (8 Dec 2004 to 31 Oct 2005)
  • Aviva Investors UK Fund Services Limited (no longer approved here)

    FRN 119310

    • CF21 Investment Adviser (1 Dec 2001 to 5 Dec 2003)

Recent activity

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

  1. controlled function removed: Employed By at Temple Wealth Management Ltd

  2. controlled function added: (14)Employed By at Temple Wealth Management Ltd