Merran Olivia James

Last updated
2 weeks ago
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Where they hold approval

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

  • DARNELLS WEALTH MANAGEMENT LIMITED

    FRN 474566

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Client dealing (since 2 Feb 2026)
    • [FCA CF] Functions requiring qualifications (since 2 Feb 2026)
  • Chetwood Wealth Management Ltd

    FRN 195024

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 30 Jan 2026)
    • [FCA CF] Functions requiring qualifications (since 30 Jan 2026)
  • Ermin Fosse Financial Management LLP

    FRN 197438

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 30 Jan 2026)
    • [FCA CF] Client dealing (since 30 Jan 2026)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (22 Feb 2024 to 9 Jan 2026)
    • Appointed representative dealing with clients for which they require qualification (29 Aug 2023 to 9 Jan 2026)
  • PFP Wealth Group Ltd (no longer approved here)

    FRN 953236

    • (3)Employed By (22 Feb 2024 to 9 Jan 2026)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • [FCA CF] Functions requiring qualifications (10 Dec 2019 to 9 Dec 2022)

Recent activity

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

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