Daniel Michael Fraser Paton

Last updated
3 weeks ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Abacus Wealth Services Limited

    FRN 983858

    • (2)Employed By (since 23 Sep 2022)
  • 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 9 Dec 2019)
    • CF1 Director (AR) (since 30 Oct 2017)
    • CF30 Customer (since 22 Mar 2011)
  • Abacus Wealth Services Ltd (no longer approved here)

    FRN 543264

    • Employed By (22 Mar 2011 to 31 Jul 2023)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF21 Investment Adviser (1 Dec 2001 to 29 Oct 2004)

Recent activity

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

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