James Mayo

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.

  • Pareto Financial Planning Limited

    FRN 618272

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 4 Nov 2025)
    • [FCA CF] Functions requiring qualifications (since 4 Nov 2025)
  • Walker Crips Financial Planning Limited (no longer approved here)

    FRN 114778

    • [FCA CF] Client dealing (26 Jul 2024 to 19 Sep 2025)
    • [FCA CF] Functions requiring qualifications (26 Jul 2024 to 19 Sep 2025)

Recent activity

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

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