Where they hold approval

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

  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Oct 2024)
    • CF4 Partner (AR) (24 Dec 2015 to 23 Oct 2024)
    • CF1 Director (AR) (28 Jul 2010 to 19 Jan 2016)
    • CF30 Customer (1 Nov 2007 to 23 Oct 2024)
    • CF21 Investment Adviser (29 Nov 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (14 Aug 2006 to 29 Nov 2006)
  • Carrington Bond Wealth Management (no longer approved here)

    FRN 455793

    • Employed By (14 Aug 2006 to 23 Oct 2024)
  • Lighthouse Advisory Services Limited (no longer approved here)

    FRN 195199

    • CF7 Sole Trader (AR) (5 Jan 2006 to 1 Sep 2006)
    • CF21 Investment Adviser (5 Jan 2006 to 1 Sep 2006)
  • Carrington Bond (no longer approved here)

    FRN 446653

    • Employed By (5 Jan 2006 to 1 Sep 2006)
  • Tailormade Financial Planning Ltd (no longer approved here)

    FRN 195009

    • (12)Employed By (25 Apr 2002 to 15 May 2002)

Recent activity

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

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