Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Chatsworth Wealth Management Limited
FRN 816246
- Employed By (since 10 Mar 2026)
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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 21 Nov 2024)
- CF30 Customer (since 11 Oct 2024)
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Oct 2022)
- CF30 Customer (12 Sep 2018 to 31 Oct 2022)
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Ward Wealth Management Ltd
FRN 658124
- (2)Employed By (since 11 Oct 2024)
- (3)Employed By (12 Sep 2018 to 31 Oct 2022)
Recent activity
Updates to this individual's record on the FCA register.
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