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 (1 Nov 2007 to 15 Jun 2009)
    • CF21 Investment Adviser (19 Mar 2003 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (29 Oct 2002 to 19 Mar 2003)
  • Kathey Margeson (no longer approved here)

    FRN 416615

    • (1)Employed By (8 Dec 2004 to 15 Jun 2009)
  • ST. JAMES'S PLACE UNIT TRUST GROUP LIMITED (no longer approved here)

    FRN 122472

    • CF21 Investment Adviser (19 Mar 2003 to 3 Jun 2003)
    • CF22 Investment Adviser (Trainee) (29 Oct 2002 to 19 Mar 2003)
  • ST. JAMES'S PLACE UK PLC (no longer approved here)

    FRN 150026

    • CF21 Investment Adviser (19 Mar 2003 to 3 Jun 2003)
    • CF22 Investment Adviser (Trainee) (29 Oct 2002 to 19 Mar 2003)
  • The MM Partnership Ltd (no longer approved here)

    FRN 195240

    • Employed By (21 Jul 1999 to 3 Sep 2002)

Recent activity

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

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