Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Brightside Wealth Management Limited (no longer approved here)

    FRN 919445

    • Employed By (30 Mar 2022 to 30 Jun 2022)
  • 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 30 Jun 2022)
    • CF1 Director (AR) (16 Sep 2014 to 14 Apr 2022)
    • CF30 Customer (2 Jul 2013 to 30 Jun 2022)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 28 Jun 2013)
    • CF21 Investment Adviser (7 Feb 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (24 Jul 2002 to 27 May 2003)

Recent activity

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

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