Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Fortura Financial Partners Limited
FRN 982464
- (21)Employed By (since 5 Dec 2024)
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St. James's Place Wealth Management Plc
FRN 195351
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 4. Giving personal recommendations on retail investment products which are not broker funds
- CF30 Customer (since 28 Dec 2023)
- Appointed representative dealing with clients for which they require qualification (since 20 Nov 2023)
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- Appointed representative dealing with clients for which they require qualification (21 Sep 2022 to 31 Oct 2023)
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- [FCA CF] Functions requiring qualifications (28 Oct 2020 to 17 Aug 2021)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.