Lee Blissett

Last updated
3 weeks ago
Watch for changes

Where they hold approval

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

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF4 Partner (AR) (since 26 Apr 2018)
    • CF30 Customer (since 2 Feb 2017)
  • Lee Blissett Wealth Management

    FRN 766338

    • (2)Employed By (since 2 Feb 2017)
  • Coutts & Company (no longer approved here)

    FRN 122287

    • CF30 Customer (17 Jun 2008 to 6 Mar 2016)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 6 Jun 2008)
    • CF21 Investment Adviser (29 May 2007 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.