John Patrick Shepherd

Last updated
2 weeks ago
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Where they hold approval

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

  • Plurimi Wealth LLP (no longer approved here)

    FRN 466728

    • [FCA CF] Functions requiring qualifications (28 Dec 2022 to 20 Jun 2025)
  • Coutts & Company (no longer approved here)

    FRN 122287

    • [FCA CF] Functions requiring qualifications (4 Oct 2019 to 4 Sep 2022)
    • CF30 Customer (1 Nov 2007 to 6 Mar 2016)
    • CF21 Investment Adviser (6 Feb 2007 to 31 Oct 2007)
    • CF27 Investment Management (6 Feb 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (15 Jan 2007 to 6 Feb 2007)

Recent activity

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

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