Claire Gore

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF1 Director (AR) (since 20 Oct 2022)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 1 Nov 2007)
    • CF4 Partner (AR) (15 Feb 2022 to 19 Aug 2022)
    • CF21 Investment Adviser (30 Nov 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (26 Jul 2004 to 30 Nov 2004)
  • Swann Financial Limited

    FRN 451053

    • (14)Employed By (since 16 Feb 2019)
  • Woodcote Wealth Management Ltd (no longer approved here)

    FRN 485073

    • Employed By (23 Jan 2013 to 2 Sep 2019)
  • J W Wealth Management (no longer approved here)

    FRN 401686

    • (1)Employed By (25 Apr 2008 to 23 Jan 2013)
  • Jackson Grundy Financial Services Ltd (no longer approved here)

    FRN 402101

    • (6)Employed By (26 Jul 2004 to 30 Nov 2004)
  • Nationwide Building Society (no longer approved here)

    FRN 106078

    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 1 Dec 2003)

Recent activity

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

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