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 (9 Dec 2019 to 8 Feb 2023)
    • CF1 Director (AR) (25 Oct 2012 to 8 Feb 2023)
    • CF30 Customer (25 Oct 2012 to 8 Feb 2023)
  • Clover and Co Limited (no longer approved here)

    FRN 589557

    • Employed By (25 Oct 2012 to 8 Feb 2023)
  • Advance Wealth Limited (no longer approved here)

    FRN 494241

    • CF30 Customer (25 Aug 2010 to 24 Sep 2012)

Recent activity

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

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