Where they hold approval

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

  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2022)
    • CF30 Customer (1 Feb 2019 to 31 Mar 2022)
  • Meridian Advice (no longer approved here)

    FRN 829195

    • (1)Employed By (1 Feb 2019 to 31 Mar 2022)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • CF30 Customer (12 Aug 2013 to 28 Jan 2019)

Recent activity

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

No changes recorded yet.