Adrian John Russell

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.

  • SDB Strategic Planners Limited

    FRN 116337

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 9 Jul 2025)
  • Davidsons Independent Financial Advisers Limited

    FRN 224407

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 9 Jul 2025)
  • Brunswick Investment Management Limited

    FRN 618199

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 28 Apr 2025)
    • [FCA CF] Client dealing (since 28 Apr 2025)
  • Courtiers Investment Services Limited

    FRN 124995

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 10 Oct 2024)
    • [FCA CF] Client dealing (since 10 Oct 2024)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (14 Jun 2022 to 3 Sep 2024)
    • CF30 Customer (10 May 2022 to 3 Sep 2024)
  • Webster Associates Ltd (no longer approved here)

    FRN 943143

    • Employed By (10 May 2022 to 3 Sep 2024)
  • ACUITY PROFESSIONAL ADVISERS LTD (no longer approved here)

    FRN 464072

    • [FCA CF] Client dealing (9 Dec 2019 to 10 Jul 2020)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 10 Jul 2020)
    • CF30 Customer (29 Apr 2019 to 8 Dec 2019)
  • Origen Financial Services Limited (no longer approved here)

    FRN 192666

    • CF30 Customer (13 Dec 2017 to 14 Sep 2018)

Recent activity

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

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