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

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Jan 2023)
    • CF30 Customer (1 Nov 2007 to 6 Jan 2023)
    • CF22 Investment Adviser (Trainee) (9 Aug 2007 to 31 Oct 2007)
  • Financial Lifestyle Management Ltd (no longer approved here)

    FRN 433338

    • (10)Employed By (4 Jan 2019 to 6 Jan 2023)
  • David Allard (no longer approved here)

    FRN 401676

    • Employed By (16 Jan 2012 to 6 Jan 2023)

Recent activity

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

No changes recorded yet.