Connel Douglas Burt

Last updated
2 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
    • 7. Giving personal recommendations on long-term care insurance contracts
    • CF1 Director (AR) (since 12 Jan 2022)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 27 Oct 2017)
  • Burt Financial Planning Ltd

    FRN 967403

    • Employed By (since 12 Jan 2022)
  • Wallace Financial Planning Limited (no longer approved here)

    FRN 597999

    • Employed By (20 Mar 2019 to 2 Feb 2022)
  • Connel Burt (no longer approved here)

    FRN 792392

    • Employed By (27 Oct 2017 to 2 Apr 2019)

Recent activity

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

No changes recorded yet.