Charles Leo Robinson Bailey

Last updated
3 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

    • 11. Pension transfer specialist
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • CF1 Director (AR) (since 27 May 2025)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 6 Jan 2014)
    • CF1 Director (AR) (14 Mar 2014 to 16 Sep 2015)
  • Motte & Bailey Financial Planning Ltd

    FRN 1034258

    • (1)Employed By (since 27 May 2025)
  • McMillan Financial Advice Limited (no longer approved here)

    FRN 1013458

    • (1)Employed By (28 Feb 2025 to 18 Sep 2025)
  • Charles Bailey Wealth Management Limited (no longer approved here)

    FRN 611730

    • Employed By (6 Jan 2014 to 25 Aug 2015)

Recent activity

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

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