James MacDonald Currie

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.

  • OPA Wealth Management Ltd

    FRN 814345

    • (2)Employed By (since 5 Feb 2026)
  • St. James's Place Wealth Management Plc

    FRN 195351

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 27 Aug 2014)
    • CF1 Director (AR) (24 Apr 2017 to 11 Jun 2021)
  • A.S.K. Wealth Management LLP (no longer approved here)

    FRN 740986

    • Employed By (22 Mar 2021 to 26 Feb 2026)
  • Henderson Stone & Co Ltd (no longer approved here)

    FRN 226516

    • (46)Employed By (15 Nov 2011 to 31 Jul 2014)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • CF30 Customer (15 Nov 2011 to 31 Jul 2014)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF30 Customer (1 Nov 2007 to 29 Oct 2011)
    • CF22 Investment Adviser (Trainee) (17 Oct 2007 to 31 Oct 2007)

Recent activity

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

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