Stuart John Forrest

Last updated
3 weeks ago
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Where they hold approval

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

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 28 Jun 2011)
  • Isaac Wealth Limited

    FRN 761086

    • (3)Employed By (since 20 Feb 2018)
  • LEGAL & MEDICAL INVESTMENTS LIMITED (no longer approved here)

    FRN 185193

    • CF30 Customer (23 Jul 2009 to 16 Jul 2011)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • CF30 Customer (1 Nov 2007 to 3 Jul 2009)
    • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)
  • Wesleyan Assurance Society (no longer approved here)

    FRN 110873

    • CF21 Investment Adviser (7 Dec 2004 to 14 Jan 2005)
    • CF22 Investment Adviser (Trainee) (11 Aug 2003 to 7 Dec 2004)
  • Wesleyan Unit Trust Managers Limited (no longer approved here)

    FRN 175798

    • CF21 Investment Adviser (7 Dec 2004 to 14 Jan 2005)
    • CF22 Investment Adviser (Trainee) (11 Aug 2003 to 7 Dec 2004)

Recent activity

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

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