Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

    • 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 28 Nov 2025)
  • JPA Financial Planning Limited (no longer approved here)

    FRN 999473

    • (4)Employed By (24 Jan 2024 to 31 Oct 2025)
  • 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 31 Oct 2025)
    • CF30 Customer (15 Aug 2017 to 31 Oct 2025)

Recent activity

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

No changes recorded yet.