Where they hold approval

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Client dealing (since 30 Dec 2024)
    • [FCA CF] Functions requiring qualifications (since 30 Dec 2024)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (22 Feb 2022 to 2 Dec 2024)
    • CF30 Customer (10 Feb 2022 to 4 Apr 2022)
  • Hall & Gertski Wealth Management Ltd (no longer approved here)

    FRN 583363

    • (4)Employed By (10 Feb 2022 to 4 Apr 2022)

Recent activity

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

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