Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Jones Regan Associates Ltd
FRN 1046859
- (8)Employed By (since 9 Feb 2026)
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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 4 Apr 2016)
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- (24)Employed By (4 Apr 2016 to 20 Mar 2026)
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- CF30 Customer (28 Aug 2012 to 29 Feb 2016)
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- CF30 Customer (30 Dec 2010 to 31 Jul 2012)
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- CF30 Customer (5 Aug 2009 to 15 Oct 2010)
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- CF30 Customer (1 Nov 2007 to 27 Mar 2009)
- CF22 Investment Adviser (Trainee) (1 Aug 2006 to 31 Oct 2007)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.