Where they hold approval

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

  • 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 6 Apr 2022)
    • CF30 Customer (21 Mar 2012 to 6 Apr 2022)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (1 Nov 2007 to 5 Mar 2012)
    • CF21 Investment Adviser (8 Jul 2003 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (16 Aug 2002 to 8 Jul 2003)

Recent activity

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

No changes recorded yet.