Alan Reid

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.

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

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Dec 2022)
    • CF30 Customer (1 Nov 2007 to 29 Dec 2022)
    • CF22 Investment Adviser (Trainee) (2 Oct 2007 to 31 Oct 2007)
  • Jones Regan Wealth Management Ltd (no longer approved here)

    FRN 484393

    • (9)Employed By (30 Nov 2012 to 29 Dec 2022)
  • Alan Reid (no longer approved here)

    FRN 473215

    • Employed By (2 Oct 2007 to 29 Dec 2022)
  • DTE Risk and Financial Management Limited (no longer approved here)

    FRN 125247

    • CF24 Pension Transfer Specialist (26 May 2006 to 14 Sep 2007)
    • CF21 Investment Adviser (26 May 2006 to 14 Sep 2007)
    • CF22 Investment Adviser (Trainee) (6 Dec 2004 to 26 May 2006)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF21 Investment Adviser (1 Dec 2001 to 3 Dec 2004)

Recent activity

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

No changes recorded yet.