Where they hold approval

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

  • Oakmere Wealth Management Ltd (no longer approved here)

    FRN 573904

    • (2)Employed By (30 Nov 2020 to 31 Dec 2021)
  • 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 Dec 2021)
    • CF30 Customer (1 Nov 2007 to 31 Dec 2021)
    • CF21 Investment Adviser (18 May 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (2 Jan 2007 to 18 May 2007)
  • David Walsh (no longer approved here)

    FRN 461877

    • Employed By (2 Jan 2007 to 31 Dec 2021)

Recent activity

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

No changes recorded yet.