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 (18 Nov 2023 to 28 Mar 2025)
    • Appointed representative dealing with clients for which they require qualification (9 Oct 2023 to 28 Mar 2025)
  • Sovereign Wealth Limited (no longer approved here)

    FRN 471459

    • (20)Employed By (18 Nov 2023 to 28 Mar 2025)
  • Creative Financial Management Limited (no longer approved here)

    FRN 216438

    • Employed By (9 Nov 2020 to 14 Oct 2022)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF30 Customer (9 Nov 2020 to 14 Oct 2022)
    • Appointed representative dealing with clients for which they require qualification (16 Jan 2020 to 14 Oct 2022)

Recent activity

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

No changes recorded yet.