Simon Matthew Bell

Last updated
2 weeks ago
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Where they hold approval

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

  • 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 9 Dec 2019)
    • CF30 Customer (since 5 Jan 2010)
  • Simon Bell

    FRN 515776

    • (1)Employed By (since 5 Jan 2010)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • CF30 Customer (1 Nov 2007 to 31 Dec 2009)
    • CF21 Investment Adviser (24 Mar 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (14 Jan 2005 to 24 Mar 2006)
  • Wesleyan Assurance Society (no longer approved here)

    FRN 110873

    • CF22 Investment Adviser (Trainee) (20 Apr 2004 to 14 Jan 2005)
  • Wesleyan Unit Trust Managers Limited (no longer approved here)

    FRN 175798

    • CF22 Investment Adviser (Trainee) (20 Apr 2004 to 14 Jan 2005)
  • Cook Independent (no longer approved here)

    FRN 183058

    • Employed By (14 Oct 2003 to 23 Mar 2004)

Recent activity

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

No changes recorded yet.