Lindsay Noel Grellis

Last updated
3 weeks ago
Watch for changes

Where they hold approval

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

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 1 Nov 2007)
    • CF1 Director (AR) (27 Oct 2011 to 23 Aug 2019)
    • CF21 Investment Adviser (12 Dec 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (26 May 2006 to 12 Dec 2006)
  • Enver Wealth Management Limited

    FRN 695284

    • (14)Employed By (since 17 May 2019)
  • Stringer Mann (no longer approved here)

    FRN 514042

    • (4)Employed By (23 Jan 2019 to 25 Apr 2019)

Recent activity

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

  1. controlled function removed: Employed By at Stringer Mann

  2. controlled function added: (4)Employed By at Stringer Mann