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
- 4. Giving personal recommendations on retail investment products which are not broker funds
- CF1 Director (AR) (since 16 Mar 2025)
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (since 16 May 2018)
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Atlas Private Wealth Ltd
FRN 1014274
- (4)Employed By (since 8 Jun 2024)
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- (22)Employed By (16 May 2018 to 2 Jul 2024)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Apollo Private Wealth Ltd
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controlled function added: (22)Employed By at Apollo Private Wealth Ltd