Paul Carpenter

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.

  • Adams & Bowles Wealth Management Ltd

    FRN 914419

    • (1)Employed By (since 6 Mar 2026)
  • 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 13 Apr 2012)
    • CF1 Director (AR) (4 Jun 2015 to 20 Mar 2026)
  • Carpenter Wealth Management Limited (no longer approved here)

    FRN 605712

    • Employed By (20 May 2015 to 20 Mar 2026)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (15 Oct 2008 to 31 Mar 2012)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF30 Customer (1 Nov 2007 to 31 Oct 2008)
    • CF21 Investment Adviser (18 Feb 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (11 Dec 2003 to 18 Feb 2005)
  • Liverpool Victoria Financial Advice Services Limited (no longer approved here)

    FRN 186890

    • CF21 Investment Adviser (7 Mar 2003 to 5 Dec 2003)
    • CF22 Investment Adviser (Trainee) (13 Aug 2002 to 7 Mar 2003)

Recent activity

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

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