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
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • Appointed representative dealing with clients for which they require qualification (since 8 Oct 2024)
    • CF1 Director (AR) (since 20 Sep 2024)
    • CF30 Customer (since 20 Sep 2024)
    • Employed By (since 20 Sep 2024)
  • Bushell Holt Wealth Management Limited (no longer approved here)

    FRN 912293

    • Employed By (3 May 2022 to 21 Aug 2023)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 21 Aug 2023)
    • CF30 Customer (18 Mar 2016 to 21 Aug 2023)
  • Spillane & Co Wealth Management Ltd (no longer approved here)

    FRN 408201

    • (4)Employed By (28 Aug 2018 to 21 Aug 2023)
  • Christopher Bibby (no longer approved here)

    FRN 740198

    • Employed By (18 Mar 2016 to 17 Sep 2018)

Recent activity

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

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