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 26 Sep 2024)
    • CF1 Director (AR) (19 Nov 2009 to 26 Sep 2024)
    • CF30 Customer (1 Nov 2007 to 26 Sep 2024)
    • CF22 Investment Adviser (Trainee) (22 Oct 2003 to 31 Oct 2007)
  • Chasebridge Wealth Management Ltd (no longer approved here)

    FRN 416263

    • Employed By (8 Dec 2004 to 26 Sep 2024)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF21 Investment Adviser (30 Aug 2002 to 3 Oct 2003)
    • CF27 Investment Management (10 Apr 2002 to 30 Aug 2002)

Recent activity

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

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