Where they hold approval

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

  • Hutchinson WM Ltd (no longer approved here)

    FRN 1013155

    • (2)Employed By (7 Jun 2024 to 30 Aug 2024)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Aug 2024)
    • CF1 Director (AR) (29 Jun 2009 to 2 Aug 2022)
    • CF30 Customer (1 Nov 2007 to 30 Aug 2024)
    • CF21 Investment Adviser (6 Dec 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (11 Aug 2006 to 6 Dec 2006)
  • Walters Wealth Management Ltd (no longer approved here)

    FRN 455593

    • Employed By (11 Aug 2006 to 30 Aug 2024)
  • Hansons Financial Planning Ltd (no longer approved here)

    FRN 194833

    • Employed By (26 May 2004 to 1 Sep 2006)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF21 Investment Adviser (1 Dec 2001 to 31 Dec 2002)

Recent activity

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

No changes recorded yet.