Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
-
Enver Wealth Management Limited
FRN 695284
- (8)Employed By (since 28 Nov 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
- 11. Pension transfer specialist
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (since 5 Nov 2014)
- CF1 Director (AR) (5 Nov 2014 to 16 Dec 2022)
-
- CF30 Customer (1 Nov 2007 to 28 Oct 2011)
- CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.