Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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White & Co Financial Planning Limited
FRN 1024216
- Employed By (since 3 Feb 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
- CF1 Director (AR) (since 14 Feb 2022)
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (since 30 Sep 2016)
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- Employed By (30 Sep 2016 to 14 Feb 2025)
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- CF30 Customer (28 Aug 2012 to 30 Sep 2016)
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- CF30 Customer (1 Nov 2007 to 24 Jul 2012)
- CF21 Investment Adviser (23 Aug 2007 to 31 Oct 2007)
- CF22 Investment Adviser (Trainee) (25 May 2006 to 23 Aug 2007)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.