Giles Leslie Turner

Last updated
3 weeks ago
Watch for changes

Where they hold approval

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

  • ValidPath Limited

    FRN 197107

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • Appointed representative dealing with clients for which they require qualification (since 17 Oct 2024)
    • CF1 Director (AR) (since 25 Sep 2024)
    • CF30 Customer (since 25 Sep 2024)
  • Giles Turner Financial Planning Limited

    FRN 1019535

    • (1)Employed By (since 25 Sep 2024)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Jun 2024)
    • CF30 Customer (8 Sep 2016 to 17 Jun 2024)
  • Wellesley Investment Management Ltd (no longer approved here)

    FRN 179347

    • (28)Employed By (8 Sep 2016 to 17 Jun 2024)
  • Coutts & Company (no longer approved here)

    FRN 122287

    • CF30 Customer (22 Mar 2013 to 6 Mar 2016)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF27 Investment Management (1 Dec 2001 to 7 Aug 2002)

Recent activity

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

  1. controlled function removed: Employed By at Wellesley Investment Management Ltd

  2. controlled function added: (28)Employed By at Wellesley Investment Management Ltd