John Murdo Home

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.

  • Tweed Wealth Management Ltd

    FRN 610278

    • Employed By (since 17 Feb 2021)
  • 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 21 Aug 2012)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 13 Aug 2012)
    • CF22 Investment Adviser (Trainee) (25 Aug 2006 to 31 Oct 2007)
  • TSB Bank plc (no longer approved here)

    FRN 191240

    • CF21 Investment Adviser (1 Dec 2001 to 3 Aug 2005)

Recent activity

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

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