Daniel Clarkson

Last updated
1 week 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
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 22 Jan 2021)
    • CF30 Customer (since 21 Jan 2021)
  • Andrew M Williams Wealth Management Ltd

    FRN 546286

    • (3)Employed By (since 21 Jan 2021)
  • HSBC UK Bank Plc (no longer approved here)

    FRN 765112

    • [FCA CF] Functions requiring qualifications (1 Jul 2018 to 4 Jan 2021)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • [FCA CF] Functions requiring qualifications (2 Aug 2016 to 1 Jul 2018)

Recent activity

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

  1. controlled function removed: Employed By at Andrew M Williams Wealth Management Ltd

  2. controlled function added: (3)Employed By at Andrew M Williams Wealth Management Ltd