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 27 Feb 2026)
- Appointed representative dealing with clients for which they require qualification (since 16 Mar 2021)
- CF30 Customer (since 4 Dec 2020)
- CF4 Partner (AR) (15 Mar 2025 to 24 Mar 2026)
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Mason & Co. Financial Planning Ltd
FRN 1050401
- (2)Employed By (since 27 Feb 2026)
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- Employed By (4 Dec 2020 to 24 Mar 2026)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.