Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Cambria Wealth Management Ltd
FRN 827732
- Employed By (since 5 Jul 2021)
- Employed By (7 Jan 2019 to 7 Nov 2019)
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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)
- CF1 Director (AR) (since 17 Nov 2016)
- CF30 Customer (since 17 Nov 2016)
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- Employed By (17 Nov 2016 to 17 Sep 2021)
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- CF30 Customer (3 Nov 2014 to 31 Aug 2016)
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- CF30 Customer (1 Nov 2007 to 27 Mar 2009)
- CF21 Investment Adviser (17 Aug 2006 to 31 Oct 2007)
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- CF21 Investment Adviser (12 Aug 2005 to 31 Jul 2006)
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- CF21 Investment Adviser (24 Aug 2004 to 17 May 2005)
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- CF21 Investment Adviser (15 Sep 2003 to 30 Jul 2004)
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- CF21 Investment Adviser (29 Nov 2002 to 5 Sep 2003)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.