Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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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
- CF1 Director (AR) (since 24 Feb 2026)
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (since 11 Sep 2019)
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RDR Wealth Management Ltd
FRN 1051371
- (3)Employed By (since 24 Feb 2026)
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- (3)Employed By (4 Jan 2024 to 25 Mar 2026)
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- (7)Employed By (30 Jun 2020 to 4 Jan 2024)
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- Employed By (11 Sep 2019 to 11 Aug 2020)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.