Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Gregor Davidson Wealth Management Limited
FRN 721468
- (2)Employed By (since 1 Aug 2025)
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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
- Appointed representative dealing with clients for which they require qualification (since 21 Apr 2021)
- CF30 Customer (since 8 Apr 2021)
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- (21)Employed By (8 Apr 2021 to 8 Aug 2025)
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- [FCA CF] Functions requiring qualifications (7 Mar 2016 to 31 Jan 2018)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.