Lisa Maria Calvert

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Where they hold approval

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

Lisa Maria Calvert
FRN 692716
- (1)Employed By (since 31 Jan 2024)
- (1)Employed By (14 May 2015 to 1 Sep 2017)
St. James's Place Wealth Management Plc
FRN 195351
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (since 27 May 2015)
Greenfort Private Wealth Ltd (no longer approved here)
FRN 828360
- (1)Employed By (23 Sep 2022 to 13 Feb 2024)
Lee Perkes (no longer approved here)
FRN 415098
- Employed By (1 Sep 2017 to 30 Sep 2022)

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

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Senior staff at any authorised firm have to be approved by the FCA personally.
Approved individual: Someone the FCA has personally signed off to hold a senior role at an authorised firm — directors, compliance officers and similar. They're held accountable for the firm's conduct.
Controlled functions: The specific senior roles the FCA approves people to hold, like 'Compliance oversight' or 'Money laundering reporting'. Each approval is tied to a particular firm.
IRN: Individual Reference Number — the unique ID the FCA assigns to each approved person. It stays the same as they move between firms.

Information on this page is sourced from the official FCA register.