Paul Albert Birtles

Last updated
3 weeks ago
Watch for changes

Where they hold approval

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

  • Paul Albert Birtles

    FRN 946881

    • (2)Employed By (since 16 Mar 2021)
  • St. James's Place Wealth Management Plc

    FRN 195351

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 9 May 2017)
  • W W & J McClure Wealth Management Ltd (no longer approved here)

    FRN 706213

    • Employed By (9 May 2017 to 12 Apr 2021)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF30 Customer (20 Nov 2009 to 8 May 2012)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF21 Investment Adviser (30 Apr 2002 to 17 Sep 2004)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 30 Apr 2002)

Recent activity

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

No changes recorded yet.