Where they hold approval

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

    • 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
    • Appointed representative dealing with clients for which they require qualification (since 12 Feb 2025)
    • CF30 Customer (since 6 Feb 2025)
    • (9)Employed By (since 6 Feb 2025)
  • Anderson Wealth Management (no longer approved here)

    FRN 499779

    • (2)Employed By (8 Jun 2023 to 27 Dec 2024)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (3 Nov 2022 to 27 Dec 2024)
    • CF30 Customer (21 Oct 2022 to 27 Dec 2024)
  • McCue Wealth Management Limited (no longer approved here)

    FRN 710296

    • (2)Employed By (21 Oct 2022 to 27 Dec 2024)

Recent activity

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

  1. controlled function removed: Employed By at Anderson Wealth Management

  2. controlled function added: (2)Employed By at Anderson Wealth Management