Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Narwal Wealth Management Ltd
FRN 603888
- (4)Employed By (since 31 Oct 2025)
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St. James's Place Wealth Management Plc
FRN 195351
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (since 17 Oct 2014)
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- CF30 Customer (1 Nov 2007 to 1 Jul 2010)
- CF21 Investment Adviser (25 Jul 2007 to 31 Oct 2007)
- CF22 Investment Adviser (Trainee) (14 Dec 2006 to 25 Jul 2007)
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- CF21 Investment Adviser (28 Oct 2005 to 16 Jun 2006)
- CF22 Investment Adviser (Trainee) (17 Jan 2005 to 28 Oct 2005)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.