Where they hold approval

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

  • CFS Wealth Planning Limited (no longer approved here)

    FRN 911510

    • Employed By (22 Jul 2019 to 31 Mar 2020)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF4 Partner (AR) (11 Jul 2012 to 25 Sep 2019)
    • CF30 Customer (1 Nov 2007 to 31 Mar 2020)
    • CF21 Investment Adviser (14 Apr 2005 to 31 Oct 2007)
    • CF1 Director (AR) (12 Jan 2005 to 27 Jun 2012)
    • CF22 Investment Adviser (Trainee) (12 Jan 2005 to 14 Apr 2005)
  • CFS Wealth Management LLP (no longer approved here)

    FRN 220844

    • Employed By (12 Jan 2005 to 31 Mar 2020)

Recent activity

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

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