Where they hold approval

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

  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Sep 2025)
    • CF30 Customer (15 Jul 2009 to 9 Sep 2025)
    • CF1 Director (AR) (15 Jul 2009 to 9 Sep 2025)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • CF30 Customer (1 Nov 2007 to 31 Jul 2009)
    • CF22 Investment Adviser (Trainee) (9 Nov 2005 to 31 Oct 2007)
    • CF1 Director (AR) (5 Oct 2005 to 31 Jul 2009)
  • SKIPTON FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 100013

    • CF22 Investment Adviser (Trainee) (1 Jun 2004 to 23 Sep 2005)

Recent activity

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

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