Where they hold approval

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

  • Allard Wealth Ltd (no longer approved here)

    FRN 932210

    • (2)Employed By (3 Sep 2021 to 7 Jul 2022)
  • 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 7 Jul 2022)
    • CF30 Customer (12 Jun 2019 to 7 Jul 2022)

Recent activity

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

  1. controlled function removed: Employed By at Allard Wealth Ltd

  2. controlled function added: (2)Employed By at Allard Wealth Ltd