Carl Ian Crossfield

Last updated
2 weeks ago
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Where they hold approval

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

  • 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 9 Dec 2019)
    • CF4 Partner (AR) (since 7 Nov 2014)
    • CF30 Customer (since 20 Jan 2014)
  • Crossfield Financial Planning

    FRN 613268

    • Employed By (since 20 Jan 2014)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (16 Apr 2010 to 29 Nov 2013)

Recent activity

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

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