Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Future Financial Wealth LLP
FRN 592054
- (15)Employed By (since 2 Jul 2025)
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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 17 Sep 2015)
- CF1 Director (AR) (5 Aug 2022 to 15 Dec 2022)
- CF4 Partner (AR) (22 May 2018 to 16 Jul 2025)
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- Employed By (17 Sep 2015 to 16 Jul 2025)
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- CF8 Apportionment and Oversight (1 Dec 2001 to 22 Jul 2005)
- CF24 Pension Transfer Specialist (1 Dec 2001 to 22 Jul 2005)
- CF21 Investment Adviser (1 Dec 2001 to 22 Jul 2005)
- CF11 Money Laundering Reporting (1 Dec 2001 to 22 Jul 2005)
- CF10 Compliance Oversight (1 Dec 2001 to 22 Jul 2005)
- CF1 Director (1 Dec 2001 to 16 Sep 2005)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.