Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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St. James's Place Wealth Management Plc
FRN 195351
- 11. Pension transfer specialist
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 7. Giving personal recommendations on long-term care insurance contracts
- CF4 Partner (AR) (since 14 Apr 2026)
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (since 3 Dec 2014)
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Rachael Bell Wealth Management
FRN 655828
- (2)Employed By (since 27 Nov 2014)
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- CF30 Customer (23 Jul 2008 to 31 Oct 2014)
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- (122)Employed By (18 Apr 2001 to 2 Jul 2003)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function added: (122)Employed By at Reeds Rains Limited