Daniel Leslie Burns

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
    • 7. Giving personal recommendations on long-term care insurance contracts
    • CF1 Director (AR) (since 2 Apr 2025)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 6 Mar 2013)
    • CF4 Partner (AR) (17 Mar 2023 to 22 Jan 2024)
  • Capital Planning Partners (Holdings) Ltd

    FRN 1030521

    • Employed By (since 2 Apr 2025)
  • Capital Planning Partners Ltd (no longer approved here)

    FRN 587076

    • Employed By (22 Dec 2022 to 23 Jun 2025)
  • Daniel Burns (no longer approved here)

    FRN 596450

    • Employed By (6 Mar 2013 to 30 Dec 2022)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (28 Apr 2008 to 11 Nov 2012)

Recent activity

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

No changes recorded yet.