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

    • Appointed representative dealing with clients for which they require qualification (3 Mar 2022 to 8 Jan 2026)
    • CF1 Director (AR) (1 Mar 2022 to 5 Sep 2022)
    • CF30 Customer (1 Mar 2022 to 8 Jan 2026)
  • Affable Wealth Management Ltd (no longer approved here)

    FRN 937462

    • Employed By (1 Mar 2022 to 8 Jan 2026)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • Appointed representative dealing with clients for which they require qualification (31 Mar 2021 to 6 Jan 2022)
    • CF1 Director (AR) (22 Feb 2021 to 5 Jan 2022)
    • CF30 Customer (22 Feb 2021 to 5 Jan 2022)
  • Pinnacle Wealth Management LLP (no longer approved here)

    FRN 582859

    • (15)Employed By (9 Jun 2014 to 31 Jul 2020)
  • Oasis Crescent Wealth (UK) Limited (no longer approved here)

    FRN 572395

    • CF30 Customer (14 Jun 2012 to 1 Feb 2014)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF30 Customer (17 Apr 2008 to 18 May 2012)

Recent activity

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

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