Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Crawford Dean Wealth Management Ltd
FRN 943783
- Employed By (since 6 May 2025)
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St. James's Place Wealth Management Plc
FRN 195351
- 21. Advising or arranging (bringing about) equity release transactions
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (since 16 Nov 2012)
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- CF30 Customer (23 Apr 2008 to 6 Dec 2012)
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- CF21 Investment Adviser (1 Dec 2001 to 6 Aug 2002)
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- CF21 Investment Adviser (1 Dec 2001 to 6 Aug 2002)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.