Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
-
Chapel Wealth Management Group Ltd
FRN 987637
- Employed By (since 19 Dec 2022)
-
St. James's Place Wealth Management Plc
FRN 195351
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (since 4 Jul 2018)
-
- Employed By (9 Sep 2022 to 27 Mar 2023)
-
- (2)Employed By (31 Dec 2019 to 16 Sep 2022)
-
- (4)Employed By (4 Jul 2018 to 30 Jan 2019)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.