Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Brightside Wealth Management Limited
FRN 919445
- Employed By (since 25 Jan 2021)
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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 11 Oct 2012)
- CF30 Customer (since 31 Oct 2011)
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- Employed By (16 May 2018 to 3 Feb 2021)
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- CF30 Customer (5 Jul 2011 to 21 Oct 2011)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.