Where they hold approval

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

  • Saltus Financial Planning Limited (no longer approved here)

    FRN 722703

    • [FCA CF] Manager of certification employee (8 Oct 2025 to 20 Mar 2026)
    • [FCA CF] Client dealing (1 Apr 2025 to 20 Mar 2026)
    • [FCA CF] Functions requiring qualifications (1 Apr 2025 to 20 Mar 2026)
  • Bentley Reid & Co (UK) Limited (no longer approved here)

    FRN 572096

    • [FCA CF] Client dealing (16 Mar 2021 to 21 Jun 2021)
    • [FCA CF] Functions requiring qualifications (16 Mar 2021 to 21 Jun 2021)
  • 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 12 Mar 2021)
    • CF30 Customer (19 Feb 2019 to 12 Mar 2021)
  • H-J Wealth Planning Limited (no longer approved here)

    FRN 518901

    • (4)Employed By (19 Feb 2019 to 12 Mar 2021)
  • BARCLAYS INVESTMENT SOLUTIONS LIMITED (no longer approved here)

    FRN 155595

    • CF30 Customer (5 Jan 2018 to 31 Mar 2018)

Recent activity

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

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