Craig Allan Mitchell McMonies

Last updated
2 days 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 31 Jul 2023)
    • CF1 Director (AR) (since 24 Jul 2023)
    • CF30 Customer (since 24 Jul 2023)
  • Craig McMonies Financial Planning Ltd

    FRN 998805

    • Employed By (since 24 Jul 2023)
  • HSBC UK Bank Plc (no longer approved here)

    FRN 765112

    • [FCA CF] Functions requiring qualifications (1 Jul 2018 to 19 May 2023)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • [FCA CF] Functions requiring qualifications (21 Jul 2016 to 1 Jul 2018)
    • CF30 Customer (1 Apr 2015 to 6 Mar 2016)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (26 Oct 2010 to 8 May 2012)

Recent activity

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

No changes recorded yet.