David Martin Coe

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 1 Nov 2007)
    • CF21 Investment Adviser (25 Feb 2004 to 31 Oct 2007)
    • CF1 Director (AR) (25 Feb 2004 to 3 Sep 2018)
    • CF22 Investment Adviser (Trainee) (22 Oct 2003 to 25 Feb 2004)
  • Coe Capital Wealth Management Limited

    FRN 816245

    • Employed By (since 3 Sep 2018)
  • David M Coe Financial Planning Ltd (no longer approved here)

    FRN 402029

    • Employed By (29 Sep 2004 to 3 Sep 2018)

Recent activity

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

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