Margaret Mary Lax

Last updated
3 weeks ago
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Where they hold approval

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

  • Circle Wealth Partners Limited (no longer approved here)

    FRN 935183

    • Employed By (10 Jan 2023 to 30 Sep 2025)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2025)
    • CF30 Customer (15 Apr 2010 to 30 Sep 2025)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (24 Nov 2009 to 31 Dec 2009)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (1 Nov 2007 to 31 Dec 2009)
    • CF22 Investment Adviser (Trainee) (17 Sep 2007 to 31 Oct 2007)
  • HBOS Investment Fund Managers Limited (no longer approved here)

    FRN 119223

    • CF22 Investment Adviser (Trainee) (22 Oct 2002 to 5 Jun 2003)
    • CF21 Investment Adviser (1 Dec 2001 to 5 Jun 2003)

Recent activity

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

No changes recorded yet.