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
- 4. Giving personal recommendations on retail investment products which are not broker funds
- CF1 Director (AR) (since 16 May 2024)
- Appointed representative dealing with clients for which they require qualification (since 2 Aug 2021)
- CF30 Customer (since 21 Jul 2021)
-
Woodside Wealth Ltd
FRN 952572
- Employed By (since 21 Jul 2021)
-
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Dec 2020)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.