David McCallum

Last updated
3 weeks 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

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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)
    • CF1 Director (AR) (since 14 Dec 2012)
    • CF30 Customer (since 14 Dec 2012)
  • Harlands Wealth Management Ltd

    FRN 592425

    • (2)Employed By (since 14 Dec 2012)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • CF4 Partner (AR) (8 Apr 2013 to 25 Oct 2013)
  • Harlands Independent Financial Advisers LLP (no longer approved here)

    FRN 597084

    • Employed By (8 Apr 2013 to 25 Oct 2013)

Recent activity

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

No changes recorded yet.