Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Maplewood Wealth Management Ltd
FRN 771863
- (2)Employed By (since 4 Mar 2026)
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St. James's Place Wealth Management Plc
FRN 195351
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 7. Giving personal recommendations on long-term care insurance contracts
- 21. Advising or arranging (bringing about) equity release transactions
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (since 23 Jun 2016)
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- Employed By (3 Jul 2018 to 9 Mar 2026)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.