Daniel Walker

Last updated
2 days ago
Watch for changes

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 3 Mar 2023)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 12 Sep 2013)
    • CF1 Director (AR) (1 Mar 2022 to 30 Jun 2022)
  • Kingsford Wealth Management Ltd

    FRN 992451

    • (6)Employed By (since 3 Mar 2023)
  • Carter Lane Financial Management Ltd (no longer approved here)

    FRN 970618

    • Employed By (24 Feb 2022 to 30 Jun 2022)
  • The John Greening Practice Ltd (no longer approved here)

    FRN 416402

    • Employed By (23 Aug 2016 to 2 May 2023)
  • Daniel Walker (no longer approved here)

    FRN 606616

    • Employed By (12 Sep 2013 to 23 Aug 2016)

Recent activity

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

No changes recorded yet.