Where they hold approval

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

    • 21. Advising or arranging (bringing about) equity release transactions
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 18 Mar 2026)
    • [FCA CF] Client dealing (since 18 Mar 2026)
  • 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 23 Mar 2026)
    • CF1 Director (AR) (9 Oct 2019 to 23 Mar 2026)
    • CF4 Partner (AR) (19 Mar 2008 to 12 May 2011)
    • CF30 Customer (19 Mar 2008 to 23 Mar 2026)
  • Peter Dickinson Wealth Management Limited (no longer approved here)

    FRN 550249

    • (1)Employed By (9 Mar 2012 to 23 Mar 2026)
  • Bowman Dickinson Associates (no longer approved here)

    FRN 479351

    • Employed By (19 Mar 2008 to 23 Mar 2026)

Recent activity

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

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