Where they hold approval

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

  • Alpe Wealth Management Limited (no longer approved here)

    FRN 953559

    • (1)Employed By (19 Aug 2021 to 28 Feb 2023)
  • 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 28 Feb 2023)
    • CF1 Director (AR) (30 Mar 2009 to 31 Mar 2014)
    • CF30 Customer (1 Nov 2007 to 28 Feb 2023)
    • CF21 Investment Adviser (21 Jun 2004 to 31 Oct 2007)
    • CF4 Partner (AR) (21 Jun 2004 to 30 Mar 2009)
    • CF22 Investment Adviser (Trainee) (23 Dec 2003 to 21 Jun 2004)
  • Burghside Wealth Management Ltd (no longer approved here)

    FRN 402174

    • Employed By (28 Sep 2004 to 28 Feb 2023)
  • The On-Line Partnership Limited (no longer approved here)

    FRN 192638

    • CF1 Director (AR) (5 Jun 2003 to 10 Jan 2004)
    • CF21 Investment Adviser (10 Jan 2002 to 10 Jan 2004)
  • Burghside Ltd (no longer approved here)

    FRN 223040

    • Employed By (5 Jun 2003 to 10 Jan 2004)
  • Burghside Mortgages Services Ltd (no longer approved here)

    FRN 209115

    • Employed By (4 Feb 2002 to 10 Jan 2004)
  • Burghside Ltd (K486) (no longer approved here)

    FRN 206125

    • Employed By (10 Jan 2002 to 10 Jan 2004)

Recent activity

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

No changes recorded yet.