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
- CF1 Director (AR) (since 27 Feb 2026)
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (since 29 Nov 2017)
- CF4 Partner (AR) (27 Feb 2015 to 24 Mar 2026)
-
Mason & Co. Financial Planning Ltd
FRN 1050401
- (4)Employed By (since 27 Feb 2026)
-
- Employed By (23 Feb 2015 to 24 Mar 2026)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.