Ian Matthew Cadwallader

Last updated
3 weeks ago
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Where they hold approval

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

  • Personal Asset Management Wealth Limited

    FRN 999157

    • (3)Employed By (since 10 Jul 2023)
  • St. James's Place Wealth Management Plc

    FRN 195351

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF1 Director (AR) (since 14 Feb 2022)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 26 Jul 2019)
  • Personal Asset Management Limited (no longer approved here)

    FRN 186254

    • (4)Employed By (27 Sep 2001 to 30 Sep 2004)

Recent activity

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

No changes recorded yet.