Stuart George Davis

Watch for changes

Where they hold approval

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

Capital Planning Partners (Holdings) Ltd
FRN 1030521
- Employed By (since 28 May 2025)
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 4 Jan 2021)
- CF30 Customer (since 13 Aug 2020)
Capital Planning Partners Ltd (no longer approved here)
FRN 587076
- Employed By (27 Jun 2024 to 23 Jun 2025)
Santander UK Plc (no longer approved here)
FRN 106054
- CF30 Customer (27 Aug 2008 to 2 Nov 2010)
Legal and General Assurance Society Limited (no longer approved here)
FRN 117659
- CF22 Investment Adviser (Trainee) (5 Sep 2006 to 29 Oct 2007)
Legal & General (Unit Trust Managers) Limited (no longer approved here)
FRN 119273
- CF22 Investment Adviser (Trainee) (5 Sep 2006 to 29 Oct 2007)

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

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Senior staff at any authorised firm have to be approved by the FCA personally.
Approved individual: Someone the FCA has personally signed off to hold a senior role at an authorised firm — directors, compliance officers and similar. They're held accountable for the firm's conduct.
Controlled functions: The specific senior roles the FCA approves people to hold, like 'Compliance oversight' or 'Money laundering reporting'. Each approval is tied to a particular firm.
IRN: Individual Reference Number — the unique ID the FCA assigns to each approved person. It stays the same as they move between firms.

Information on this page is sourced from the official FCA register.