Where they hold approval

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 4 Jun 2024)
    • [FCA CF] Functions requiring qualifications (23 Dec 2019 to 28 Aug 2022)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (19 Aug 2022 to 5 May 2024)
    • CF30 Customer (18 Jul 2022 to 5 May 2024)
  • Gilson Gray Financial Limited (no longer approved here)

    FRN 628199

    • (4)Employed By (18 Jul 2022 to 5 May 2024)

Recent activity

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

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