Last updated
1 day 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 (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (24 Sep 2021 to 31 Mar 2025)
    • CF30 Customer (9 Sep 2021 to 31 Mar 2025)
  • Curzon Wealth Management Limited (no longer approved here)

    FRN 585168

    • Employed By (9 Sep 2021 to 31 Mar 2025)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 3 Jul 2008)
    • CF21 Investment Adviser (27 Nov 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (25 Jul 2006 to 27 Nov 2006)

Recent activity

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

No changes recorded yet.