Where they hold approval

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

  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Jun 2023)
    • CF30 Customer (31 Dec 2007 to 7 Jun 2023)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF21 Investment Adviser (14 Aug 2006 to 14 Mar 2007)
    • CF22 Investment Adviser (Trainee) (14 Mar 2006 to 14 Aug 2006)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF21 Investment Adviser (10 Jun 2004 to 6 Dec 2005)
    • CF22 Investment Adviser (Trainee) (14 May 2003 to 10 Jun 2004)
  • JFS Cheltenham Limited (no longer approved here)

    FRN 194161

    • CF22 Investment Adviser (Trainee) (14 Aug 2002 to 25 Apr 2003)

Recent activity

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

No changes recorded yet.