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

    • CF1 Director (AR) (22 Jan 2013 to 31 Dec 2013)
  • Bright FS Ltd (no longer approved here)

    FRN 591589

    • Employed By (22 Jan 2013 to 31 Dec 2013)
  • Perennial Financial Management Limited (no longer approved here)

    FRN 402393

    • CF1 Director (AR) (30 Jan 2012 to 30 Apr 2013)
    • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
    • Responsible for Insurance Mediation (30 Jun 2005 to 1 Nov 2013)
    • CF10 Compliance Oversight (27 Jun 2005 to 10 Sep 2013)
    • CF1 Director (27 Jun 2005 to 1 Nov 2013)
    • CF21 Investment Adviser (27 Jun 2005 to 31 Oct 2007)
    • CF24 Pension Transfer Specialist (27 Jun 2005 to 31 Oct 2007)
    • CF8 Apportionment and Oversight (27 Jun 2005 to 18 Dec 2008)
  • SKYBOUND WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 217994

    • CF21 Investment Adviser (8 Apr 2003 to 27 Jun 2005)
  • Bright Financial Services Limited (no longer approved here)

    FRN 223976

    • Employed By (8 Apr 2003 to 27 Jun 2005)
  • Jacksons Financial Planning Ltd (2368) (no longer approved here)

    FRN 182316

    • (3)Employed By (30 Sep 1999 to 16 May 2002)

Recent activity

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

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