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 (9 Dec 2019 to 21 Aug 2024)
    • CF1 Director (AR) (2 Sep 2014 to 21 Aug 2024)
    • CF30 Customer (2 Sep 2014 to 21 Aug 2024)
  • Nationwide Building Society (no longer approved here)

    FRN 106078

    • CF30 Customer (1 Nov 2007 to 22 Apr 2014)
    • CF22 Investment Adviser (Trainee) (29 May 2007 to 31 Oct 2007)

Recent activity

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

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