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
- 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
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- CF1 Director (AR) (since 21 Oct 2024)
- CF30 Customer (since 22 May 2023)
- Appointed representative dealing with clients for which they require qualification (since 20 Feb 2023)
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T W Archer Financial Planning (SJP) Limited
FRN 996379
- (1)Employed By (since 22 May 2023)
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- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jan 2023)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.