James Richard March

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.

  • Pi Financial Ltd

    FRN 186419

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 9A. Advising on P2P agreements
    • [FCA CF] Client dealing (since 19 Jan 2026)
    • [FCA CF] Functions requiring qualifications (since 19 Jan 2026)
  • Clarke Fencott LLP (no longer approved here)

    FRN 506985

    • [FCA CF] Client dealing (8 Aug 2024 to 31 Dec 2025)
    • [FCA CF] Functions requiring qualifications (8 Aug 2024 to 31 Dec 2025)
  • Sorbus Partners LLP (no longer approved here)

    FRN 588466

    • [FCA CF] Functions requiring qualifications (26 Feb 2024 to 5 Aug 2024)
    • [FCA CF] Client dealing (26 Feb 2024 to 5 Aug 2024)
  • ELEVATION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 456358

    • Appointed representative dealing with clients for which they require qualification (14 Aug 2023 to 7 Aug 2024)
    • [FCA CF] Client dealing (23 Jun 2023 to 7 Aug 2024)
    • [FCA CF] Functions requiring qualifications (23 Jun 2023 to 7 Aug 2024)

Recent activity

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

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