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 (no longer approved here)

    FRN 195351

    • CF30 Customer (19 Mar 2025 to 8 Sep 2025)
    • Appointed representative dealing with clients for which they require qualification (30 Sep 2024 to 8 Sep 2025)
  • Julian Taylor (no longer approved here)

    FRN 1027529

    • (1)Employed By (19 Mar 2025 to 8 Sep 2025)
  • LaSalle Investment Management (no longer approved here)

    FRN 179466

    • [FCA CF] Manager of certification employee (1 Oct 2020 to 13 Jan 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 13 Jan 2023)
    • CF30 Customer (30 Jul 2018 to 8 Dec 2019)
  • Aviva Investors Global Services Limited (no longer approved here)

    FRN 119178

    • CF30 Customer (18 Nov 2009 to 28 Feb 2018)

Recent activity

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

No changes recorded yet.