Where they hold approval

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

  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (1 Nov 2007 to 31 Dec 2010)
    • CF21 Investment Adviser (30 Jun 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (17 Jan 2005 to 30 Jun 2005)
  • CFS Wealth Management LLP (no longer approved here)

    FRN 220844

    • Employed By (19 Nov 2002 to 31 Dec 2010)

Recent activity

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

No changes recorded yet.