Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
-
Eight Wealth Management Limited
FRN 416757
- (14)Employed By (since 7 Mar 2025)
-
St. James's Place Wealth Management Plc
FRN 195351
- 7. Giving personal recommendations on long-term care insurance contracts
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 27 Sep 2024)
- CF30 Customer (since 13 Sep 2024)
- Appointed representative dealing with clients for which they require qualification (20 Jul 2020 to 16 Jun 2023)
- CF30 Customer (8 Jul 2020 to 16 Jun 2023)
-
- Employed By (13 Sep 2024 to 25 Mar 2025)
-
- CF30 Customer (23 Jun 2017 to 4 Dec 2018)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.