Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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St. James's Place Wealth Management Plc
FRN 195351
- CF1 Director (AR) (since 23 Jun 2024)
- CF30 Customer (5 May 2023 to 11 Jul 2024)
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Mortgage Advice Bureau (Derby) Limited
FRN 466154
- 21. Advising or arranging (bringing about) equity release transactions
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 25 Apr 2024)
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Finative Financial Planning Ltd
FRN 795425
- (3)Employed By (since 5 May 2023)
- (4)Employed By (14 Dec 2017 to 3 Jan 2020)
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- Appointed representative dealing with clients for which they require qualification (15 Jul 2020 to 29 Aug 2024)
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- Appointed representative dealing with clients for which they require qualification (2 Jan 2020 to 24 Mar 2021)
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- CF1 Director (AR) (14 Dec 2017 to 3 Jan 2020)
- CF30 Customer (23 Mar 2017 to 3 Jan 2020)
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- CF1 Director (AR) (14 Dec 2017 to 3 Jan 2020)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.