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 2 Jul 2025)
    • CF4 Partner (AR) (20 May 2017 to 2 Jul 2025)
    • CF30 Customer (14 Oct 2015 to 2 Jul 2025)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (28 Jan 2008 to 15 Apr 2011)

Recent activity

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

No changes recorded yet.