Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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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
- CF1 Director (AR) (since 29 Mar 2022)
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (since 25 Jul 2012)
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Hannon Financial Planning Ltd
FRN 972236
- (1)Employed By (since 29 Mar 2022)
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- (9)Employed By (16 Feb 2021 to 1 Aug 2022)
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- Employed By (21 May 2015 to 1 Mar 2021)
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- Employed By (25 Jul 2012 to 21 May 2015)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.