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

    • CF1 Director (AR) (29 Mar 2025 to 24 Nov 2025)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 Dec 2021)
    • CF30 Customer (1 Apr 2015 to 20 Dec 2021)
    • CF4 Partner (AR) (1 Apr 2015 to 24 Nov 2025)
  • Boag Dolman Financial Planning Ltd (no longer approved here)

    FRN 649925

    • Employed By (4 Dec 2014 to 24 Nov 2025)
  • Boag England Associates (no longer approved here)

    FRN 232107

    • Employed By (18 Mar 2004 to 23 Dec 2014)

Recent activity

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

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