Paul David Adams

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.

  • Newsome Wealth Management Ltd

    FRN 835813

    • (3)Employed By (since 25 Oct 2024)
  • St. James's Place Wealth Management Plc

    FRN 195351

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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 1 Nov 2007)
    • CF1 Director (AR) (29 Jun 2011 to 28 Oct 2024)
    • CF22 Investment Adviser (Trainee) (22 Jun 2007 to 31 Oct 2007)
  • Bright Financial Planning Limited (no longer approved here)

    FRN 459572

    • CF21 Investment Adviser (2 Jan 2007 to 15 Jun 2007)
  • Bright Mortgage Solutions Ltd (no longer approved here)

    FRN 429044

    • Employed By (18 Oct 2005 to 29 Dec 2006)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF21 Investment Adviser (1 Dec 2001 to 18 Nov 2005)

Recent activity

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

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