Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Eight Wealth Management Limited
FRN 416757
- (37)Employed By (since 25 Aug 2022)
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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)
- CF1 Director (AR) (25 Feb 2010 to 7 Sep 2022)
- CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
- CF4 Partner (AR) (1 Dec 2001 to 12 Feb 2010)
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- CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
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- CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.