Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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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 13 Feb 2026)
- CF30 Customer (since 7 Feb 2026)
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Wellesley Investment Management Ltd
FRN 179347
- (6)Employed By (since 7 Feb 2026)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Wellesley Investment Management Ltd
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controlled function added: (6)Employed By at Wellesley Investment Management Ltd