James Benjamin Crocker

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

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 14 Jul 2016)
    • CF30 Customer (since 6 Oct 2014)
  • Bath Wealth Management Limited

    FRN 648729

    • Employed By (since 2 Oct 2014)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • CF30 Customer (29 Sep 2010 to 2 Sep 2014)

Recent activity

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

No changes recorded yet.