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
- (10)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
- 11. Pension transfer specialist
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (since 24 Nov 2014)
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- (17)Employed By (13 Nov 2014 to 20 Mar 2026)
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- CF30 Customer (1 Nov 2007 to 22 Apr 2014)
- 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.