Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Portbury Wealth Management Limited
FRN 766698
- (6)Employed By (since 20 Apr 2026)
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2 Plan Wealth Management Limited
FRN 461598
- CF30 Customer (since 7 Feb 2026)
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One Financial Solutions Ltd
FRN 607130
- (6)Employed By (since 7 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
- Appointed representative dealing with clients for which they require qualification (since 17 Dec 2021)
- CF30 Customer (since 1 Dec 2021)
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- (11)Employed By (1 Dec 2021 to 22 Apr 2026)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.