Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Capital Planning Partners (Holdings) Ltd
FRN 1030521
- Employed By (since 28 May 2025)
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St. James's Place Wealth Management Plc
FRN 195351
- CF1 Director (AR) (since 10 Dec 2023)
- CF4 Partner (AR) (30 Aug 2012 to 22 Jan 2024)
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Capital Planning Mortgages Ltd
FRN 764877
- Employed By (since 25 Nov 2016)
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- CF1 Director (AR) (25 Nov 2016 to 6 Apr 2021)
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- Employed By (30 Aug 2012 to 23 Jun 2025)
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- CF1 Director (AR) (23 Aug 2004 to 8 Feb 2006)
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- Employed By (23 Aug 2004 to 8 Feb 2006)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.