Andrew James Will

Last updated
3 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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 31 Mar 2023)
    • CF30 Customer (since 24 Feb 2023)
  • Andrew Will

    FRN 991935

    • (1)Employed By (since 24 Feb 2023)
  • AFH Independent Financial Services Limited (no longer approved here)

    FRN 216704

    • [FCA CF] Client dealing (29 Dec 2020 to 3 Feb 2023)
    • [FCA CF] Functions requiring qualifications (29 Dec 2020 to 3 Feb 2023)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF30 Customer (16 Jun 2014 to 6 Mar 2016)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 8 May 2012)
    • CF21 Investment Adviser (30 Jul 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (23 Mar 2006 to 30 Jul 2007)

Recent activity

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

  1. controlled function removed: Employed By at Andrew Will

  2. controlled function added: (1)Employed By at Andrew Will