Courtney Calum Rae

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
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 26 Sep 2025)
    • CF30 Customer (since 12 Sep 2025)
  • TWC Financial Limited

    FRN 968366

    • Employed By (since 12 Sep 2025)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • [FCA CF] Client dealing (9 Dec 2019 to 29 Aug 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 29 Aug 2025)
    • CF30 Customer (3 Feb 2017 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.