Where they hold approval

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Client dealing (since 7 Jul 2025)
    • [FCA CF] Functions requiring qualifications (since 7 Jul 2025)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 7 Jul 2025)
    • [FCA CF] Client dealing (since 7 Jul 2025)
  • Gilson Gray Financial Limited (no longer approved here)

    FRN 628199

    • (11)Employed By (9 Apr 2024 to 13 Jun 2025)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (20 Sep 2023 to 13 Jun 2025)
    • Appointed representative dealing with clients for which they require qualification (14 Aug 2023 to 13 Jun 2025)

Recent activity

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

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