Kevin Andrew Isaac

Last updated
2 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

    FRN 195351

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 14 Jan 2011)
    • CF30 Customer (since 1 Nov 2007)
    • CF21 Investment Adviser (8 Dec 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (24 May 2006 to 8 Dec 2006)
  • Avanti Wealth Management Limited

    FRN 452267

    • (2)Employed By (since 14 Jan 2011)
    • (3)Employed By (24 May 2006 to 8 Dec 2006)
  • Avanti 2.0 Limited (no longer approved here)

    FRN 1026797

    • (2)Employed By (18 Feb 2025 to 11 Mar 2025)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF22 Investment Adviser (Trainee) (1 Jun 2005 to 2 Jun 2006)
  • ABERDEEN PLATFORM LIMITED (no longer approved here)

    FRN 188796

    • CF21 Investment Adviser (1 Dec 2001 to 15 Dec 2001)

Recent activity

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

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