Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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JPA Financial Planning Limited
FRN 999473
- (3)Employed By (since 23 Jul 2025)
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St. James's Place Wealth Management Plc
FRN 195351
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 7. Giving personal recommendations on long-term care insurance contracts
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (since 10 Apr 2019)
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- (7)Employed By (10 Apr 2019 to 21 Dec 2022)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Albrighton Wealth Management Limited
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controlled function added: (7)Employed By at Albrighton Wealth Management Limited