Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Bellamy Wealth Management Limited
FRN 971895
- Employed By (since 14 Apr 2022)
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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 25 Apr 2008)
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- Employed By (15 Jun 2021 to 5 May 2022)
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- CF21 Investment Adviser (12 Apr 2007 to 16 May 2007)
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- (673)Employed By (12 Apr 2007 to 16 May 2007)
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- CF21 Investment Adviser (8 Jan 2002 to 26 Apr 2007)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.