Where they hold approval

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

  • BPC Wealth Management Ltd (no longer approved here)

    FRN 764133

    • Employed By (17 Feb 2021 to 11 Oct 2021)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (20 May 2020 to 11 Oct 2021)
    • CF30 Customer (4 May 2020 to 11 Oct 2021)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (1 Nov 2007 to 27 May 2009)
    • CF21 Investment Adviser (7 Sep 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (24 Jul 2006 to 7 Sep 2006)
  • Johnson Fleming Ltd (no longer approved here)

    FRN 215110

    • (9)Employed By (14 Oct 2003 to 1 Nov 2004)

Recent activity

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

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