Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Masterplan Financial Ltd (no longer approved here)

    FRN 746267

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 23 Jan 2023)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (1 Nov 2007 to 18 Jul 2008)
    • CF21 Investment Adviser (16 May 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (8 Feb 2005 to 16 May 2005)
  • CFS Wealth Management LLP (no longer approved here)

    FRN 220844

    • Employed By (8 Feb 2005 to 16 May 2005)

Recent activity

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

No changes recorded yet.