Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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St. James's Place Wealth Management Plc
FRN 195351
- 11. Pension transfer specialist
- 7. Giving personal recommendations on long-term care insurance contracts
- 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 2 Sep 2011)
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Paul Bird
FRN 563514
- (1)Employed By (since 2 Sep 2011)
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- CF21 Investment Adviser (29 Sep 2005 to 1 Jan 2006)
- CF22 Investment Adviser (Trainee) (7 Feb 2005 to 29 Sep 2005)
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- CF21 Investment Adviser (10 Apr 2003 to 10 Dec 2004)
- CF22 Investment Adviser (Trainee) (14 Nov 2002 to 10 Apr 2003)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.