James Addison

Last updated
2 weeks ago
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Where they hold approval

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

  • BeaconIFA Limited

    FRN 566890

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 1 Jun 2023)
    • [FCA CF] Client dealing (since 1 Jun 2023)
    • Appointed representative dealing with clients for which they require qualification (since 1 Jun 2023)
    • CF30 Customer (since 27 Apr 2023)
  • Bancroft Wealth LTD

    FRN 921443

    • Employed By (since 27 Apr 2023)
  • 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 1 Mar 2022)
    • CF30 Customer (21 Jun 2019 to 1 Mar 2022)
  • Castell Wealth Management Ltd (no longer approved here)

    FRN 826927

    • Employed By (21 Jun 2019 to 1 Mar 2022)

Recent activity

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

No changes recorded yet.