Where they hold approval

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

  • Beacon Wealth Management Limited (no longer approved here)

    FRN 526604

    • [FCA CF] Functions requiring qualifications (2 Oct 2023 to 1 Mar 2024)
  • Tavistock Private Client Limited (no longer approved here)

    FRN 210782

    • [FCA CF] Client dealing (20 May 2022 to 1 Sep 2023)
    • [FCA CF] Functions requiring qualifications (20 May 2022 to 1 Sep 2023)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (31 Jul 2020 to 6 May 2022)
    • CF30 Customer (25 Jun 2020 to 6 May 2022)
  • Alison Jarvis (no longer approved here)

    FRN 927301

    • Employed By (25 Jun 2020 to 6 May 2022)

Recent activity

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

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