Lee David Watson

Last updated
3 weeks ago
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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

    • 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
    • CF1 Director (AR) (since 31 Jan 2020)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 6 May 2015)
  • Steadfast Wealth Management Ltd

    FRN 919845

    • (3)Employed By (since 31 Jan 2020)
  • Emerald Financial Associates Ltd (no longer approved here)

    FRN 476438

    • (10)Employed By (21 Apr 2015 to 4 Feb 2020)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (16 Dec 2010 to 11 Nov 2012)

Recent activity

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

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