Joseph McAreavey

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.

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 11. Pension transfer specialist
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 18 Jan 2019)
    • CF30 Customer (since 5 May 2018)
  • GEM Wealth Management Limited

    FRN 808194

    • (2)Employed By (since 5 May 2018)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 1 Jul 2015)
    • CF21 Investment Adviser (13 Apr 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (27 Jul 2004 to 13 Apr 2005)

Recent activity

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

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