Joshua Lee Merrett

Last updated
3 weeks ago
Watch for changes

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 16 Apr 2025)
    • CF1 Director (AR) (since 30 Mar 2025)
    • CF30 Customer (since 30 Mar 2025)
    • CF1 Director (AR) (8 Nov 2022 to 15 Sep 2023)
    • CF30 Customer (23 Mar 2021 to 15 Sep 2023)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Sep 2023)
  • MRT Financial Planning Limited

    FRN 1030530

    • (1)Employed By (since 30 Mar 2025)
  • FinancialMerrett Limited (no longer approved here)

    FRN 739647

    • (2)Employed By (23 Mar 2021 to 15 Sep 2023)

Recent activity

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

No changes recorded yet.