Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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St. James's Place Wealth Management Plc
FRN 195351
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 21. Advising or arranging (bringing about) equity release transactions
- 4. Giving personal recommendations on retail investment products which are not broker funds
- CF30 Customer (since 24 Apr 2025)
- Appointed representative dealing with clients for which they require qualification (since 7 Apr 2025)
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Jobling Wealth Management Limited
FRN 995010
- (1)Employed By (since 24 Apr 2025)
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- Appointed representative dealing with clients for which they require qualification (15 Nov 2022 to 1 May 2025)
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- Appointed representative dealing with clients for which they require qualification (23 Dec 2020 to 20 Aug 2021)
Recent activity
Updates to this individual's record on the FCA register.
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