Where they hold approval

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

  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (1 Mar 2022 to 20 Feb 2023)
    • CF30 Customer (16 Feb 2022 to 20 Feb 2023)
  • H-J Wealth Planning Limited (no longer approved here)

    FRN 518901

    • (3)Employed By (16 Feb 2022 to 20 Feb 2023)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF30 Customer (18 Jan 2020 to 16 Dec 2021)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Dec 2021)
  • Delphic Financial Planning Limited (no longer approved here)

    FRN 486037

    • (16)Employed By (18 Jan 2020 to 16 Dec 2021)

Recent activity

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

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