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
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 4. Giving personal recommendations on retail investment products which are not broker funds
- CF1 Director (AR) (since 5 Mar 2026)
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (since 15 May 2019)
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Abacus Wealth Management Group Limited
FRN 1051529
- (3)Employed By (since 5 Mar 2026)
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- (8)Employed By (15 May 2019 to 2 Apr 2026)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Abacus Wealth Management Group Limited
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controlled function added: (3)Employed By at Abacus Wealth Management Group Limited