Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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GQ Wealth Management Limited
FRN 506924
- (2)Employed By (since 7 Apr 2026)
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St. James's Place Wealth Management Plc
FRN 195351
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 21. Advising or arranging (bringing about) equity release transactions
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 7. Giving personal recommendations on long-term care insurance contracts
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (since 1 Nov 2007)
- CF4 Partner (AR) (9 Sep 2010 to 9 Apr 2026)
- CF21 Investment Adviser (17 May 2004 to 31 Oct 2007)
- CF22 Investment Adviser (Trainee) (29 Jul 2003 to 17 May 2004)
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- (4)Employed By (23 Nov 2004 to 9 Apr 2026)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.