Last updated
1 week ago
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Where they hold approval

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

    • (4)Employed By (since 12 Dec 2025)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF30 Customer (since 12 Dec 2025)
    • [FCA CF] Client dealing (since 12 Dec 2025)
    • Appointed representative dealing with clients for which they require qualification (since 12 Dec 2025)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (22 Aug 2023 to 21 Nov 2025)
    • Appointed representative dealing with clients for which they require qualification (20 Feb 2023 to 21 Nov 2025)
  • Ross MacLeod (no longer approved here)

    FRN 1001037

    • (1)Employed By (22 Aug 2023 to 21 Nov 2025)

Recent activity

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

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