Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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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
- CF1 Director (AR) (since 28 Mar 2022)
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (since 11 May 2016)
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CamElli Financial Planning Ltd
FRN 745456
- Employed By (since 11 May 2016)
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- CF30 Customer (27 Apr 2015 to 6 Mar 2016)
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- CF30 Customer (6 Jun 2014 to 31 Dec 2014)
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- (614)Employed By (6 Jun 2014 to 31 Dec 2014)
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- CF30 Customer (1 Nov 2007 to 5 Jan 2010)
- CF22 Investment Adviser (Trainee) (24 Jan 2006 to 31 Oct 2007)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.