Where they hold approval

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

  • White Peak Wealth Management Ltd (no longer approved here)

    FRN 574563

    • Employed By (9 Sep 2020 to 30 Nov 2021)
  • 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 30 Nov 2021)
    • CF1 Director (AR) (17 Aug 2018 to 17 Sep 2018)
    • CF30 Customer (3 May 2012 to 30 Nov 2021)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 17 Apr 2012)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.