Where they hold approval

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 24 Nov 2025)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (27 Aug 2024 to 18 Mar 2025)
    • Appointed representative dealing with clients for which they require qualification (15 Apr 2024 to 18 Mar 2025)
  • Clarence Place Wealth Management Ltd (no longer approved here)

    FRN 584778

    • Employed By (27 Aug 2024 to 18 Mar 2025)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • Appointed representative dealing with clients for which they require qualification (6 Jan 2021 to 14 Jul 2023)

Recent activity

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

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