Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Anderson Wealth Planning Limited (no longer approved here)

    FRN 574857

    • (1)Employed By (6 Feb 2020 to 15 Oct 2021)
  • 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 15 Oct 2021)
    • CF1 Director (AR) (25 Sep 2012 to 2 Mar 2020)
    • CF30 Customer (25 Sep 2012 to 15 Oct 2021)

Recent activity

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

  1. controlled function removed: Employed By at Anderson Wealth Planning Limited

  2. controlled function added: (1)Employed By at Anderson Wealth Planning Limited