Adam Stephen Wemyss Burt

Last updated
3 weeks ago
Watch for changes

Where they hold approval

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

  • Adam Burt

    FRN 1000464

    • (1)Employed By (since 5 Sep 2023)
  • St. James's Place Wealth Management Plc

    FRN 195351

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 2 Apr 2019)
    • CF4 Partner (AR) (2 Apr 2019 to 13 Sep 2023)
  • Prospera Wealth Management LLP (no longer approved here)

    FRN 677269

    • (13)Employed By (2 Apr 2019 to 13 Sep 2023)

Recent activity

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

  1. controlled function removed: Employed By at Adam Burt

  2. controlled function added: (1)Employed By at Adam Burt