Graeme Beveridge

Last updated
6 days ago
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Where they hold approval

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

  • Calton Wealth Management Ltd

    FRN 958604

    • 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)
    • [FCA CF] Functions requiring qualifications (since 27 Jan 2025)
    • [FCA CF] Client dealing (since 27 Jan 2025)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF4 Partner (AR) (23 Jul 2013 to 24 Jul 2013)
    • CF30 Customer (11 Feb 2013 to 4 Apr 2014)
  • Lansdown Place Wealth Management Ltd (no longer approved here)

    FRN 434251

    • Employed By (11 Feb 2013 to 4 Apr 2014)

Recent activity

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

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