Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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DMB Wealth Management Ltd
FRN 745624
- (2)Employed By (since 19 Mar 2025)
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First Complete Limited
FRN 435779
- CF1 Director (AR) (since 17 Mar 2020)
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Callander Mortgage Solutions Ltd
FRN 922194
- Employed By (since 17 Mar 2020)
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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
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (since 5 Dec 2012)
- CF1 Director (AR) (12 Dec 2017 to 26 Mar 2025)
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- Employed By (5 Dec 2012 to 26 Mar 2025)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.