Paul Burnside

Last updated
2 weeks ago
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Where they hold approval

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

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 11. Pension transfer specialist
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 27 Mar 2020)
    • CF1 Director (AR) (since 25 Mar 2020)
    • CF30 Customer (since 25 Mar 2020)
    • CF30 Customer (9 Jul 2014 to 11 May 2016)
  • Channel Wharf Wealth Management Limited

    FRN 792709

    • Employed By (since 25 Mar 2020)
    • Employed By (31 Oct 2017 to 23 Jan 2020)
  • The On-Line Partnership Limited

    FRN 192638

    • Director of firm who is not a certification employee or a SMF manager (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Jan 2020)
    • CF1 Director (AR) (31 Oct 2017 to 23 Jan 2020)
    • CF30 Customer (16 Sep 2009 to 9 Nov 2012)
  • Veritas Wealth Management Ltd (no longer approved here)

    FRN 741274

    • Employed By (20 Dec 2016 to 4 Dec 2017)
  • SRG Financial Management Ltd (no longer approved here)

    FRN 565076

    • CF30 Customer (21 Jan 2013 to 6 Jan 2014)
  • Intro-Link Financial Advice (no longer approved here)

    FRN 219502

    • (8)Employed By (16 Sep 2009 to 9 Nov 2012)

Recent activity

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

No changes recorded yet.