Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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The Right Mortgage Limited
FRN 649443
- CF2 Non Executive Director (AR) (since 31 Jul 2024)
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Yomo Finance Limited
FRN 1007159
- Employed By (since 31 Jul 2024)
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St. James's Place Wealth Management Plc
FRN 195351
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 7. Giving personal recommendations on long-term care insurance contracts
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 21. Advising or arranging (bringing about) equity release transactions
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF4 Partner (AR) (since 31 Dec 2018)
- CF30 Customer (since 17 Dec 2013)
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Edenwood Wealth Management
FRN 828488
- (1)Employed By (since 31 Dec 2018)
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- CF30 Customer (1 Nov 2007 to 6 Jan 2014)
- CF21 Investment Adviser (17 Oct 2006 to 31 Oct 2007)
- CF22 Investment Adviser (Trainee) (15 Feb 2006 to 17 Oct 2006)
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- CF21 Investment Adviser (13 Jun 2003 to 9 Feb 2006)
- CF22 Investment Adviser (Trainee) (8 Oct 2002 to 13 Jun 2003)
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- CF21 Investment Adviser (16 Jan 2002 to 13 Sep 2002)
- CF22 Investment Adviser (Trainee) (16 Jan 2002 to 16 Jan 2002)
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- (10)Employed By (22 Aug 2001 to 13 Sep 2002)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.