Where they hold approval

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

  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (11 Feb 2024 to 2 Sep 2024)
    • Appointed representative dealing with clients for which they require qualification (29 Aug 2023 to 2 Sep 2024)
  • Tulloch Wealth Management Limited (no longer approved here)

    FRN 819665

    • (2)Employed By (11 Feb 2024 to 2 Sep 2024)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • [FCA CF] Functions requiring qualifications (21 Mar 2022 to 9 May 2022)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • [FCA CF] Functions requiring qualifications (28 Sep 2021 to 29 Aug 2023)

Recent activity

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

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