Mark Robert Barclay

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

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF4 Partner (AR) (since 24 May 2024)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 4 Jan 2010)
  • Mark Barclay Wealth Management LLP

    FRN 515337

    • (2)Employed By (since 4 Jan 2010)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 14 Jan 2010)
    • CF21 Investment Adviser (10 Jun 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (22 Jul 2002 to 10 Jun 2004)

Recent activity

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

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