Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Hyland Financial Planning Ltd
FRN 727762
- (2)Employed By (since 2 Jan 2025)
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St. James's Place Wealth Management Plc
FRN 195351
- 21. Advising or arranging (bringing about) equity release transactions
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- CF30 Customer (since 19 Dec 2024)
- Appointed representative dealing with clients for which they require qualification (since 29 Jul 2024)
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- (1)Employed By (19 Dec 2024 to 2 Jan 2025)
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- [FCA CF] Manager of certification employee (7 Jun 2022 to 12 Jul 2024)
- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 12 Nov 2021)
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- Appointed representative dealing with clients for which they require qualification (10 Nov 2021 to 19 Apr 2022)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.