Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Circle Wealth Partners Limited
FRN 935183
- Employed By (since 1 Oct 2020)
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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
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF1 Director (AR) (since 24 Feb 2011)
- CF30 Customer (since 3 Aug 2010)
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- Employed By (3 Aug 2010 to 5 Jan 2021)
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- CF30 Customer (31 Mar 2008 to 29 Jun 2010)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.