Adam Robert Marchant

Last updated
6 days ago
Watch for changes

Where they hold approval

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

  • Shackleton Advisers Limited

    FRN 163291

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Functions requiring qualifications (since 16 Jan 2026)
    • [FCA CF] Client dealing (since 16 Jan 2026)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (7 Aug 2023 to 15 Dec 2025)
    • CF30 Customer (21 Jul 2023 to 15 Dec 2025)
  • Wellesley Investment Management Ltd (no longer approved here)

    FRN 179347

    • (17)Employed By (21 Jul 2023 to 15 Dec 2025)
  • ONE STOP 4 EQUITY RELEASE LIMITED (no longer approved here)

    FRN 952887

    • [FCA CF] Functions requiring qualifications (24 Oct 2022 to 15 Feb 2023)

Recent activity

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

  1. controlled function removed: Employed By at Wellesley Investment Management Ltd

  2. controlled function added: (17)Employed By at Wellesley Investment Management Ltd