Peter Boardman

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.

  • PFP Wealth Group Ltd

    FRN 953236

    • (7)Employed By (since 26 Jun 2025)
  • St. James's Place Wealth Management Plc

    FRN 195351

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 1 Nov 2007)
    • CF21 Investment Adviser (13 Dec 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (2 Aug 2004 to 13 Dec 2004)
    • CF1 Director (AR) (2 Aug 2004 to 11 Jul 2025)
  • Boardman Wealth Management Ltd (no longer approved here)

    FRN 402339

    • Employed By (2 Aug 2004 to 11 Jul 2025)
  • Somersall Independent Financial Advisers (no longer approved here)

    FRN 200083

    • (1)Employed By (22 Dec 1999 to 3 Sep 2004)

Recent activity

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

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