Where they hold approval

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

  • Hill Johnstone Wealth Management Limited (no longer approved here)

    FRN 967100

    • Employed By (10 Jan 2022 to 29 Dec 2023)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Dec 2023)
    • CF30 Customer (27 Nov 2012 to 29 Dec 2023)
    • CF1 Director (AR) (27 Nov 2012 to 10 Feb 2021)
  • Coutts & Company (no longer approved here)

    FRN 122287

    • CF30 Customer (1 Nov 2007 to 21 Aug 2012)
    • CF21 Investment Adviser (17 Jul 2003 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (26 Feb 2003 to 17 Jul 2003)
  • Forvis Mazars Financial Planning Limited (no longer approved here)

    FRN 182644

    • CF22 Investment Adviser (Trainee) (28 Feb 2002 to 28 Feb 2002)
    • CF21 Investment Adviser (28 Feb 2002 to 28 Feb 2003)

Recent activity

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

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