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.

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 23 Apr 2024)
    • [FCA CF] Client dealing (since 23 Apr 2024)
    • Appointed representative dealing with clients for which they require qualification (since 23 Apr 2024)
    • CF30 Customer (since 15 Apr 2024)
    • CF1 Director (AR) (since 15 Apr 2024)
    • (1)Employed By (since 15 Apr 2024)
  • Wilder Coe Financial Planning LLP (no longer approved here)

    FRN 506776

    • Employed By (10 May 2021 to 18 Jan 2024)
  • Magus Private Wealth Limited (no longer approved here)

    FRN 191022

    • CF30 Customer (26 Apr 2021 to 18 Jan 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 18 Jan 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 18 Jan 2024)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Jan 2024)
  • Magus Professional Partners LLP (no longer approved here)

    FRN 500360

    • (17)Employed By (26 Apr 2021 to 18 Jan 2024)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (21 Dec 2018 to 17 Jan 2019)
  • Coutts & Company (no longer approved here)

    FRN 122287

    • CF30 Customer (19 Dec 2014 to 6 Mar 2016)

Recent activity

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

No changes recorded yet.