Andrew James Thomas Parry

Last updated
2 weeks ago
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Where they hold approval

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

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 13 Sep 2017)
    • CF1 Director (AR) (since 17 Aug 2017)
  • IWM Wealth Management Ltd

    FRN 785950

    • (1)Employed By (since 17 Aug 2017)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (1 Nov 2007 to 22 Jun 2012)
    • CF21 Investment Adviser (15 Nov 2006 to 31 Oct 2007)
    • CF1 Director (AR) (6 Mar 2006 to 9 Oct 2017)
    • CF22 Investment Adviser (Trainee) (6 Mar 2006 to 15 Nov 2006)
  • Ideal Financial Planning Limited (no longer approved here)

    FRN 224979

    • Employed By (6 Mar 2006 to 9 Oct 2017)
  • Elevate Portfolio Services Limited (no longer approved here)

    FRN 144849

    • CF21 Investment Adviser (26 Feb 2004 to 31 Oct 2004)
    • CF1 Director (AR) (19 May 2003 to 31 Oct 2004)
    • CF22 Investment Adviser (Trainee) (19 May 2003 to 26 Feb 2004)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF21 Investment Adviser (26 Feb 2004 to 2 Dec 2005)
    • CF1 Director (AR) (19 May 2003 to 2 Dec 2005)
    • CF22 Investment Adviser (Trainee) (19 May 2003 to 26 Feb 2004)

Recent activity

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

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