Paul Hilton Davies

Last updated
3 weeks ago
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Where they hold approval

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

  • AFH Independent Financial Services Limited

    FRN 216704

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 29 Oct 2025)
    • [FCA CF] Client dealing (since 29 Oct 2025)
  • PD Private Client Associates Ltd (no longer approved here)

    FRN 991909

    • (3)Employed By (9 May 2024 to 16 Jul 2025)
  • 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 16 Jul 2025)
    • CF1 Director (AR) (2 Sep 2019 to 16 Jul 2025)
    • CF2 Non Executive Director (AR) (5 Sep 2016 to 2 Sep 2019)
    • CF30 Customer (1 Nov 2007 to 16 Jul 2025)
    • CF21 Investment Adviser (7 Apr 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (19 Dec 2005 to 7 Apr 2006)
  • Form Financial Clarity Limited (no longer approved here)

    FRN 444102

    • (4)Employed By (19 Dec 2005 to 16 Jul 2025)

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

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