Where they hold approval

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

  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF1 Director (AR) (27 Jun 2024 to 16 Feb 2026)
    • CF30 Customer (27 Jun 2024 to 16 Feb 2026)
    • Appointed representative dealing with clients for which they require qualification (15 Jan 2024 to 16 Feb 2026)
  • Meraki Financial Planning Limited (no longer approved here)

    FRN 1016215

    • (1)Employed By (27 Jun 2024 to 16 Feb 2026)
  • Mortgage Advice Bureau Limited (no longer approved here)

    FRN 455545

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Nov 2023)

Recent activity

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

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