Paul Wright

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

    FRN 195351

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 28 May 2013)
    • CF30 Customer (since 28 May 2013)
  • P W Associates Wealth Management Limited

    FRN 600908

    • (2)Employed By (since 28 May 2013)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 19 Jul 2013)
    • CF21 Investment Adviser (28 Jun 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (17 Mar 2004 to 28 Jun 2004)
  • Park Row Associates (k508) (no longer approved here)

    FRN 190108

    • (252)Employed By (27 Jan 2003 to 14 Apr 2003)
  • Legal and General Assurance Society Limited (no longer approved here)

    FRN 117659

    • CF7 Sole Trader (AR) (1 Dec 2001 to 10 Sep 2002)
  • Legal & General (Unit Trust Managers) Limited (no longer approved here)

    FRN 119273

    • CF7 Sole Trader (AR) (1 Dec 2001 to 10 Sep 2002)

Recent activity

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

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