Craig Heumann

Last updated
3 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
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 22 Jan 2015)
  • Clearwater Wealth Management

    FRN 401714

    • Employed By (since 28 Dec 2016)
  • Craig Heumann (no longer approved here)

    FRN 654932

    • Employed By (20 Jan 2015 to 28 Dec 2016)

Recent activity

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

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