Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Englefield Green Wealth Management Limited
FRN 611362
- (2)Employed By (since 21 Feb 2023)
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St. James's Place Wealth Management Plc
FRN 195351
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (since 4 Jul 2013)
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- (2)Employed By (20 Aug 2019 to 23 Feb 2023)
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- (2)Employed By (11 Dec 2015 to 11 Sep 2019)
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- CF30 Customer (10 Jan 2008 to 11 Nov 2012)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.