Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Medical Wealth Management Limited
FRN 1051866
- (1)Employed By (since 28 Feb 2026)
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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
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- CF1 Director (AR) (since 8 Apr 2022)
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (since 25 Jul 2017)
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Capstone Financial Management Ltd
FRN 630674
- Employed By (since 25 Jul 2017)
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- CF30 Customer (3 Dec 2013 to 28 Jul 2017)
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- CF30 Customer (5 Aug 2013 to 22 Oct 2013)
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- CF30 Customer (16 Jul 2010 to 4 Aug 2013)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.