Joel Stuart George O'Hara

Last updated
3 weeks ago
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Where they hold approval

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

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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 6 Dec 2018)
    • CF30 Customer (since 11 Dec 2015)
  • O'Hara Financial Planning Limited

    FRN 826971

    • (1)Employed By (since 6 Dec 2018)
  • Westerham Financial Services Ltd (no longer approved here)

    FRN 401687

    • Employed By (11 Dec 2015 to 10 Dec 2018)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (13 Dec 2010 to 1 Jul 2011)

Recent activity

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

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