Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Willow Bay Financial Partners Ltd
FRN 695485
- Employed By (since 3 Jul 2025)
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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
- Appointed representative dealing with clients for which they require qualification (since 1 Mar 2021)
- CF30 Customer (since 23 Feb 2021)
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- CF30 Customer (10 Jan 2019 to 13 Nov 2019)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.