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
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 7. Giving personal recommendations on long-term care insurance contracts
- CF1 Director (AR) (since 1 Dec 2025)
- Appointed representative dealing with clients for which they require qualification (since 1 Feb 2021)
- CF30 Customer (since 19 Jan 2021)
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Artemis Financial Planning Limited
FRN 1023371
- (1)Employed By (since 10 Jan 2025)
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- (3)Employed By (10 Aug 2023 to 17 Jan 2025)
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- (3)Employed By (19 Jan 2021 to 16 Aug 2023)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.