Alan Beverley

Last updated
3 weeks ago
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Where they hold approval

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

  • Simon Farebrother

    FRN 968445

    • (2)Employed By (since 6 Feb 2025)
  • St. James's Place Wealth Management Plc

    FRN 195351

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 29 Dec 2011)
  • Thompson Wealth Management Ltd (no longer approved here)

    FRN 433990

    • Employed By (15 Jan 2014 to 27 Apr 2017)
  • Alan Beverley (no longer approved here)

    FRN 571346

    • Employed By (29 Dec 2011 to 10 Mar 2014)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (1 Nov 2007 to 27 Dec 2011)
    • CF22 Investment Adviser (Trainee) (17 Sep 2007 to 31 Oct 2007)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF21 Investment Adviser (1 Dec 2001 to 16 Feb 2007)

Recent activity

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

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