Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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St. James's Place Wealth Management Plc
FRN 195351
- CF1 Director (AR) (since 27 Mar 2023)
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Portbury Wealth Management Limited
FRN 766698
- (2)Employed By (since 27 Mar 2023)
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- CF1 Director (AR) (21 Apr 2022 to 31 May 2025)
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- Employed By (21 Apr 2022 to 4 Jun 2025)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.