Ian Thomas Boalch

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.

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 10 Mar 2011)
    • CF30 Customer (since 13 Nov 2008)
  • Moneta Wealth Management Ltd

    FRN 491244

    • (1)Employed By (since 13 Nov 2008)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF22 Investment Adviser (Trainee) (28 Mar 2007 to 26 Oct 2007)
  • Wyvern Independent Advisers (see ar 869) (1048) (no longer approved here)

    FRN 184637

    • Employed By (1 Oct 1998 to 7 Jun 2002)

Recent activity

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

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