Alex Taylor Napier

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • Belmayne Independent Financial Services LLP

    FRN 409714

    • 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] Client dealing (since 1 Jul 2025)
    • [FCA CF] Functions requiring qualifications (since 1 Jul 2025)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (30 Aug 2022 to 27 Jun 2025)
    • CF30 Customer (23 Jun 2022 to 27 Jun 2025)
  • Forest Oak Financial Planning Ltd (no longer approved here)

    FRN 977608

    • (1)Employed By (23 Jun 2022 to 27 Jun 2025)
  • Mortgage Advice Bureau Limited (no longer approved here)

    FRN 455545

    • Appointed representative dealing with clients for which they require qualification (21 Oct 2021 to 18 Aug 2022)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (13 Sep 2021 to 8 Oct 2021)
    • CF30 Customer (5 Mar 2021 to 8 Oct 2021)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (18 Nov 2020 to 8 Oct 2021)

Recent activity

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

No changes recorded yet.