Geoffrey James Winchester

Last updated
3 weeks ago
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Where they hold approval

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

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 11. Pension transfer specialist
    • 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 Dec 2019)
    • CF1 Director (AR) (since 23 May 2014)
    • CF30 Customer (since 18 May 2012)
    • CF30 Customer (2 Apr 2009 to 30 Sep 2010)
  • WB Wealth Limited

    FRN 623150

    • Employed By (since 23 May 2014)
  • Caroline Griffiths (no longer approved here)

    FRN 401793

    • Employed By (2 Apr 2009 to 30 Sep 2010)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (1 Nov 2007 to 14 Mar 2008)
    • CF22 Investment Adviser (Trainee) (13 Sep 2007 to 31 Oct 2007)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF22 Investment Adviser (Trainee) (1 Feb 2007 to 8 Aug 2007)

Recent activity

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

No changes recorded yet.