Mark Burch

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.

  • 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)
    • CF1 Director (AR) (since 11 Jul 2019)
    • CF30 Customer (since 11 Jul 2019)
    • CF1 Director (AR) (30 Mar 2010 to 24 Oct 2014)
    • CF30 Customer (28 Nov 2007 to 24 Oct 2014)
  • Sleekstone Private Clients Ltd

    FRN 844944

    • (2)Employed By (since 11 Jul 2019)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (1 Nov 2007 to 19 Nov 2007)
    • CF21 Investment Adviser (16 May 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (20 Jul 2005 to 12 Jun 2006)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF21 Investment Adviser (5 Jun 2003 to 8 Jul 2005)
    • CF22 Investment Adviser (Trainee) (1 Jul 2002 to 5 Jun 2003)

Recent activity

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

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