Where they hold approval

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

  • KJD20 Ltd

    FRN 1044543

    • (1)Employed By (since 30 Dec 2025)
    • 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)
    • CF1 Director (AR) (since 13 Feb 2008)
    • CF30 Customer (since 1 Nov 2007)
    • CF21 Investment Adviser (12 Sep 2002 to 31 Oct 2007)
    • CF4 Partner (AR) (12 Sep 2002 to 1 Feb 2008)
  • McLean & Partners Wealth Management Ltd (no longer approved here)

    FRN 402166

    • (3)Employed By (28 Sep 2004 to 12 Feb 2026)
  • ST. JAMES'S PLACE UNIT TRUST GROUP LIMITED (no longer approved here)

    FRN 122472

    • CF21 Investment Adviser (12 Sep 2002 to 3 Jun 2003)
    • CF22 Investment Adviser (Trainee) (19 Feb 2002 to 12 Sep 2002)
  • ST. JAMES'S PLACE UK PLC (no longer approved here)

    FRN 150026

    • CF21 Investment Adviser (12 Sep 2002 to 3 Jun 2003)
    • CF22 Investment Adviser (Trainee) (19 Feb 2002 to 12 Sep 2002)

Recent activity

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

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