Where they hold approval

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

  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 May 2025)
    • CF1 Director (AR) (17 Dec 2015 to 20 May 2025)
    • CF30 Customer (25 Jun 2013 to 20 May 2025)
  • Phoenix Wealth Services Limited (no longer approved here)

    FRN 465753

    • CF30 Customer (27 Apr 2012 to 17 May 2013)

Recent activity

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

No changes recorded yet.