David John Bean

Last updated
1 week ago
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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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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 7 Nov 2013)
    • CF30 Customer (since 7 Nov 2013)
  • David Bean Wealth Management Ltd

    FRN 609400

    • Employed By (since 7 Nov 2013)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (2 Apr 2012 to 31 Oct 2013)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (14 Feb 2011 to 1 Apr 2012)
  • Charles Derby Wealth Management Limited (no longer approved here)

    FRN 535816

    • Employed By (14 Feb 2011 to 31 Oct 2013)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (19 Mar 2008 to 24 Feb 2011)

Recent activity

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

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