Paul John Farrelly

Last updated
3 weeks ago
Watch for changes

Where they hold approval

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

  • Twelve Wealth Management Limited

    FRN 623784

    • Employed By (since 20 Mar 2026)
  • St. James's Place Wealth Management Plc

    FRN 195351

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 13 Nov 2017)
  • Stow Wealth Management Ltd (no longer approved here)

    FRN 468416

    • (7)Employed By (21 Jun 2022 to 27 Mar 2026)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 29 Mar 2012)
    • CF22 Investment Adviser (Trainee) (16 May 2006 to 31 Oct 2007)

Recent activity

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

  1. controlled function removed: Employed By at Stow Wealth Management Ltd

  2. controlled function added: (7)Employed By at Stow Wealth Management Ltd