Last updated
2 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 (no longer approved here)

    FRN 195351

    • CF30 Customer (9 Sep 2022 to 21 Mar 2023)
    • CF1 Director (AR) (16 Jun 2022 to 16 May 2025)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 21 Mar 2023)
  • PFP Wealth Group Ltd (no longer approved here)

    FRN 953236

    • (2)Employed By (16 Jun 2022 to 16 May 2025)
  • Town & Country Financial Planning Limited (no longer approved here)

    FRN 527161

    • CF30 Customer (19 Mar 2013 to 12 Feb 2016)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 11 Nov 2012)
    • CF21 Investment Adviser (1 Dec 2001 to 7 Aug 2002)

Recent activity

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

No changes recorded yet.