Anna Maria Holmgren

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
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (1 Nov 2007 to 26 Feb 2015)
    • CF21 Investment Adviser (17 Oct 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (24 Jun 2005 to 17 Oct 2006)
    • CF7 Sole Trader (AR) (24 Jun 2005 to 28 Oct 2005)
  • Philip Black Wealth Management Ltd (no longer approved here)

    FRN 416141

    • (1)Employed By (12 Jun 2009 to 26 Feb 2015)
  • Andrew Gregory (no longer approved here)

    FRN 414509

    • (3)Employed By (16 Jan 2007 to 12 Jun 2009)

Recent activity

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

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