Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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PFP Wealth Group Ltd
FRN 953236
- (9)Employed By (since 28 Apr 2025)
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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 14 Mar 2016)
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- (31)Employed By (20 Aug 2020 to 2 May 2025)
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- Employed By (14 Mar 2016 to 7 Sep 2020)
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- CF30 Customer (8 Apr 2015 to 14 Mar 2016)
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- CF21 Investment Adviser (1 Dec 2001 to 7 Oct 2005)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.