Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Bright FS Limited
FRN 841237
- Employed By (since 27 Oct 2023)
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St. James's Place Wealth Management Plc
FRN 195351
- 11. Pension transfer specialist
- 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)
- CF30 Customer (since 12 Dec 2011)
- CF1 Director (AR) (4 May 2017 to 21 Oct 2019)
- CF30 Customer (24 Feb 2009 to 2 Apr 2009)
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- (5)Employed By (24 Feb 2009 to 2 Apr 2009)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.