Callum Jacca Wallace

Last updated
1 week ago
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Where they hold approval

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

  • Scottish Widows Schroder Personal Wealth Limited

    FRN 830170

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Manager of certification employee (since 28 Oct 2024)
    • [FCA CF] Functions requiring qualifications (since 16 Nov 2021)
    • [FCA CF] Client dealing (16 Nov 2021 to 28 Oct 2024)
  • OCM WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 418826

    • [FCA CF] Client dealing (9 Dec 2020 to 27 Aug 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2020 to 27 Aug 2021)

Recent activity

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

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