Where they hold approval

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Jun 2022)
    • CF30 Customer (since 27 May 2022)
    • Appointed representative dealing with clients for which they require qualification (10 Dec 2019 to 17 Dec 2020)
    • CF30 Customer (11 Oct 2019 to 17 Dec 2020)
    • (32)Employed By (since 27 May 2022)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (12 Feb 2021 to 26 Apr 2022)
    • CF30 Customer (22 Jan 2021 to 26 Apr 2022)
  • WHR Wealth Management Ltd (no longer approved here)

    FRN 631102

    • Employed By (22 Jan 2021 to 26 Apr 2022)
  • Janet Elizabeth McAfee (no longer approved here)

    FRN 201807

    • (5)Employed By (11 Oct 2019 to 17 Dec 2020)

Recent activity

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

  1. controlled function added: (5)Employed By at Janet Elizabeth McAfee