Where they hold approval

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

  • JRM Wealth Management Ltd (no longer approved here)

    FRN 770145

    • (2)Employed By (15 Jan 2020 to 31 May 2023)
  • 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 31 May 2023)
    • CF1 Director (AR) (31 May 2012 to 3 Feb 2020)
    • CF30 Customer (1 Nov 2007 to 31 May 2023)
    • CF21 Investment Adviser (17 Oct 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (6 Jul 2007 to 17 Oct 2007)
  • Trollope Wealth Management Ltd (no longer approved here)

    FRN 469798

    • Employed By (6 Jul 2007 to 31 May 2023)

Recent activity

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

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