James Inigo Balcomb Twidale

Last updated
3 weeks ago
Watch for changes

Where they hold approval

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

  • Stonehage Fleming Investment Management Limited

    FRN 194382

    • 14. Managing investments
    • 3. Giving personal recommendations on derivatives
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Functions requiring qualifications (since 7 Nov 2025)
    • [FCA CF] Client dealing (since 7 Nov 2025)
  • Stonewood Wealth Management LLP

    FRN 613665

    • (4)14. Managing investments
    • (5)SMF3 Executive Director (since 18 Dec 2023)
    • (7)[FCA CF] Functions requiring qualifications (since 28 Nov 2022)
    • (6)[FCA CF] Client dealing (since 1 Feb 2021)

Recent activity

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

  1. controlled function removed: [FCA CF] Client dealing at Stonewood Wealth Management LLP

  2. controlled function removed: 14. Managing investments at Stonewood Wealth Management LLP

  3. controlled function removed: SMF3 Executive Director at Stonewood Wealth Management LLP

  4. controlled function removed: [FCA CF] Functions requiring qualifications at Stonewood Wealth Management LLP

  5. controlled function added: (4)14. Managing investments at Stonewood Wealth Management LLP

  6. controlled function added: (5)SMF3 Executive Director at Stonewood Wealth Management LLP

  7. controlled function added: (6)[FCA CF] Client dealing at Stonewood Wealth Management LLP

  8. controlled function added: (7)[FCA CF] Functions requiring qualifications at Stonewood Wealth Management LLP