Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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St. James's Place Wealth Management Plc
FRN 195351
- 21. Advising or arranging (bringing about) equity release transactions
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 7. Giving personal recommendations on long-term care insurance contracts
- CF1 Director (AR) (since 6 Jul 2025)
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (since 13 Oct 2008)
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Kinetic Wealth Management Limited
FRN 495036
- (1)Employed By (since 12 Feb 2020)
- (6)Employed By (31 Jul 2009 to 12 Feb 2013)
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- Employed By (12 Feb 2013 to 12 Feb 2020)
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- CF21 Investment Adviser (12 May 2003 to 31 Dec 2003)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.