James Frederick Trueman

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

    • 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)
    • CF30 Customer (since 1 Nov 2007)
    • CF21 Investment Adviser (13 Apr 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (5 Jan 2007 to 13 Apr 2007)
  • James Trueman

    FRN 841670

    • (1)Employed By (since 14 May 2019)
  • Ryley Wealth Management Ltd (no longer approved here)

    FRN 416770

    • (18)Employed By (28 Jul 2008 to 13 Jun 2019)
  • Bentley Park Associates Ltd (no longer approved here)

    FRN 458345

    • Employed By (5 Jan 2007 to 28 Jul 2008)

Recent activity

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

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