Joel Nevvar Mark Arif

Watch for changes

Where they hold approval

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

Maspero Associates Wealth Management Limited
FRN 774334
- (4)Employed By (since 22 May 2024)
St. James's Place Wealth Management Plc
FRN 195351
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 7. Giving personal recommendations on long-term care insurance contracts
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (since 20 Jun 2008)
- CF1 Director (AR) (2 Jul 2015 to 6 Jun 2024)
Surrey Oaks Wealth & Financial Planning Ltd (no longer approved here)
FRN 984824
- Employed By (12 Oct 2022 to 5 Jun 2024)
The Jafe Arif Practice (no longer approved here)
FRN 418480
- (3)Employed By (20 Jun 2008 to 26 Mar 2018)
Bank of Scotland plc (no longer approved here)
FRN 169628
- CF30 Customer (1 Nov 2007 to 6 Jun 2008)
- CF21 Investment Adviser (17 Sep 2007 to 31 Oct 2007)

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

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Senior staff at any authorised firm have to be approved by the FCA personally.
Approved individual: Someone the FCA has personally signed off to hold a senior role at an authorised firm — directors, compliance officers and similar. They're held accountable for the firm's conduct.
Controlled functions: The specific senior roles the FCA approves people to hold, like 'Compliance oversight' or 'Money laundering reporting'. Each approval is tied to a particular firm.
IRN: Individual Reference Number — the unique ID the FCA assigns to each approved person. It stays the same as they move between firms.

Information on this page is sourced from the official FCA register.