Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Blackwater Wealth Management Ltd
FRN 592611
- Employed By (since 22 Aug 2022)
- Employed By (19 Feb 2019 to 4 May 2021)
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St. James's Place Wealth Management Plc
FRN 195351
- 7. Giving personal recommendations on long-term care insurance contracts
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (since 19 Feb 2019)
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- (5)Employed By (20 Apr 2021 to 23 Aug 2022)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Andrews Wealth Ltd
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controlled function added: (5)Employed By at Andrews Wealth Ltd