Paul Whittle

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.

  • 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 4 Apr 2023)
    • CF30 Customer (23 Dec 2015 to 4 Apr 2023)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • CF30 Customer (1 Nov 2007 to 29 Dec 2015)
    • CF21 Investment Adviser (17 Nov 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (19 May 2005 to 17 Nov 2005)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF21 Investment Adviser (10 Feb 2003 to 19 May 2004)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 11 Sep 2002)
  • Scottish Widows Unit Trust Managers Limited (no longer approved here)

    FRN 122129

    • CF21 Investment Adviser (1 Dec 2001 to 17 Jul 2002)
  • Scottish Widows Administration Services Limited (no longer approved here)

    FRN 139398

    • CF21 Investment Adviser (1 Dec 2001 to 11 Sep 2002)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 11 Sep 2002)

Recent activity

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

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