Roya Ansary

• 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 16 Dec 2024)
  • CF30 Customer (since 19 Nov 2024)
  • CF30 Customer (13 Aug 2009 to 27 Oct 2012)
• Roya Ansary

  FRN 504851

  • (1)Employed By (since 19 Nov 2024)
  • (1)Employed By (13 Aug 2009 to 27 Oct 2012)
• Openwork Limited (no longer approved here)

  FRN 408285

  • Appointed representative dealing with clients for which they require qualification (12 Aug 2021 to 26 Jan 2024)
  • CF30 Customer (8 Jul 2021 to 26 Jan 2024)
• QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

  FRN 440703

  • CF30 Customer (6 Jan 2020 to 7 Apr 2020)
• PK Financial Planning LLP (no longer approved here)

  FRN 223145

  • CF30 Customer (15 Jan 2018 to 8 Dec 2019)
• Totus Independent Financial Advisers Ltd (no longer approved here)

  FRN 777659

  • Employed By (9 Oct 2017 to 2 Jan 2018)
• PROSPERITY IFA LIMITED (no longer approved here)

  FRN 772483

  • CF30 Customer (16 May 2017 to 29 Nov 2017)
• Totus Wealth Management Ltd (no longer approved here)

  FRN 778768

  • Employed By (16 May 2017 to 2 Jan 2018)
• Equity And General Financial Services Limited (no longer approved here)

  FRN 474163

  • CF30 Customer (8 Nov 2016 to 2 Jan 2018)
• HSBC Bank Plc (no longer approved here)

  FRN 114216

  • CF30 Customer (23 Apr 2014 to 7 Aug 2015)

No changes recorded yet.