John Richard Merrifield

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.

  • TITAN WEALTH PLANNING LTD

    FRN 574458

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Client dealing (since 7 Apr 2026)
    • [FCA CF] Functions requiring qualifications (since 7 Apr 2026)
  • Sterling Financial Management (no longer approved here)

    FRN 401781

    • (4)Employed By (3 Dec 2015 to 31 Mar 2017)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (10 Nov 2010 to 31 Mar 2017)

Recent activity

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

No changes recorded yet.