Where they hold approval

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

  • WREN STERLING FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 665653

    • [FCA CF] Functions requiring qualifications (9 May 2025 to 11 Jul 2025)
    • [FCA CF] Client dealing (9 May 2025 to 11 Jul 2025)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (31 Dec 2023 to 17 Apr 2025)
    • Appointed representative dealing with clients for which they require qualification (21 Aug 2023 to 17 Apr 2025)
  • PFP Wealth Group Ltd (no longer approved here)

    FRN 953236

    • (4)Employed By (31 Dec 2023 to 17 Apr 2025)
  • Age Partnership Limited (no longer approved here)

    FRN 425432

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Dec 2022)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF30 Customer (28 May 2010 to 12 Dec 2011)

Recent activity

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

No changes recorded yet.