Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

    • (1)Employed By (since 21 Aug 2024)
    • Employed By (since 24 Aug 2020)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 24 Aug 2020)
    • CF1 Director (AR) (since 24 Aug 2020)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (1 Nov 2007 to 11 Mar 2010)
    • CF22 Investment Adviser (Trainee) (14 Sep 2007 to 31 Oct 2007)
  • Dilasser Private Clients Limited (no longer approved here)

    FRN 419292

    • (8)Employed By (14 Sep 2007 to 28 Jul 2008)

Recent activity

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

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