Peter Robert Cormack

Last updated
2 days 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

    • 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)
    • CF1 Director (AR) (since 7 Jun 2017)
    • CF30 Customer (since 7 Jun 2017)
  • Cormack Wealth Management Limited

    FRN 780758

    • Employed By (since 7 Jun 2017)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (5 Nov 2012 to 1 Jun 2017)
  • NatWest Markets Plc (no longer approved here)

    FRN 121882

    • CF30 Customer (1 Nov 2007 to 26 Oct 2012)
    • CF21 Investment Adviser (5 Feb 2003 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (17 Apr 2002 to 5 Feb 2003)
  • Canada Life Limited (no longer approved here)

    FRN 110394

    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 25 Feb 2002)

Recent activity

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

No changes recorded yet.