Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Athelis Financial Ltd
FRN 824167
- Employed By (since 24 Oct 2025)
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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
- CF30 Customer (since 27 Jan 2023)
- Appointed representative dealing with clients for which they require qualification (since 14 Nov 2022)
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- Employed By (27 Jan 2023 to 31 Oct 2025)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.