Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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St. James's Place Wealth Management Plc
FRN 195351
- 21. Advising or arranging (bringing about) equity release transactions
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 7. Giving personal recommendations on long-term care insurance contracts
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (since 1 Nov 2007)
- CF21 Investment Adviser (19 Feb 2007 to 31 Oct 2007)
- CF22 Investment Adviser (Trainee) (3 Nov 2006 to 19 Feb 2007)
- CF1 Director (AR) (3 Nov 2006 to 24 Mar 2023)
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Paton-Feaver Wealth Management Limited
FRN 596404
- (6)Employed By (since 16 Jan 2019)
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- Employed By (3 Nov 2006 to 27 Jun 2019)
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- CF4 Partner (AR) (1 Jun 2005 to 28 Dec 2006)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.