Andrew Alexander Lees

• St. James's Place Wealth Management Plc

  FRN 195351

  • 21. Advising or arranging (bringing about) equity release transactions
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • CF4 Partner (AR) (since 19 May 2024)
  • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • CF30 Customer (since 1 Nov 2007)
  • CF4 Partner (AR) (3 Nov 2003 to 27 Nov 2012)
  • CF21 Investment Adviser (3 Nov 2003 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (12 May 2003 to 3 Nov 2003)
• Lees Wealth Management

  FRN 591937

  • Employed By (since 30 Nov 2012)
• Personal Touch Financial Services Limited (no longer approved here)

  FRN 187834

  • CF1 Director (AR) (18 Dec 2006 to 3 Apr 2008)
• Grierson Wealth Management (no longer approved here)

  FRN 402159

  • (3)Employed By (28 Sep 2004 to 30 Nov 2012)
• Legal and General Assurance Society Limited (no longer approved here)

  FRN 117659

  • CF22 Investment Adviser (Trainee) (19 May 2003 to 4 Jun 2003)
• Legal & General (Unit Trust Managers) Limited (no longer approved here)

  FRN 119273

  • CF22 Investment Adviser (Trainee) (19 May 2003 to 4 Jun 2003)
• ST. JAMES'S PLACE UNIT TRUST GROUP LIMITED (no longer approved here)

  FRN 122472

  • CF22 Investment Adviser (Trainee) (12 May 2003 to 3 Jun 2003)
• ST. JAMES'S PLACE UK PLC (no longer approved here)

  FRN 150026

  • CF22 Investment Adviser (Trainee) (12 May 2003 to 3 Jun 2003)

No changes recorded yet.