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 30 Sep 2022)
    • CF30 Customer (1 Nov 2007 to 30 Sep 2022)
    • CF21 Investment Adviser (23 Sep 2003 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (15 Apr 2003 to 23 Sep 2003)
  • Callander Financial Planning Ltd (no longer approved here)

    FRN 592430

    • Employed By (9 Nov 2018 to 30 Sep 2022)
  • Dave Bell (no longer approved here)

    FRN 416137

    • Employed By (8 Dec 2004 to 7 Nov 2018)
  • ST. JAMES'S PLACE UNIT TRUST GROUP LIMITED (no longer approved here)

    FRN 122472

    • CF22 Investment Adviser (Trainee) (15 Apr 2003 to 3 Jun 2003)
  • ST. JAMES'S PLACE UK PLC (no longer approved here)

    FRN 150026

    • CF22 Investment Adviser (Trainee) (15 Apr 2003 to 3 Jun 2003)

Recent activity

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

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