Where they hold approval

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

  • Key Retirement Solutions Limited (no longer approved here)

    FRN 224987

    • Appointed representative dealing with clients for which they require qualification (27 Jan 2020 to 5 Jul 2023)
  • Corbel Partners Limited (no longer approved here)

    FRN 429142

    • CF1 Director (AR) (6 Jan 2016 to 30 Nov 2018)
    • CF30 Customer (6 Jan 2016 to 30 Nov 2018)
  • ST. JAMES'S PLACE UNIT TRUST GROUP LIMITED (no longer approved here)

    FRN 122472

    • CF21 Investment Adviser (25 Feb 2003 to 3 Jun 2003)
    • CF22 Investment Adviser (Trainee) (6 Sep 2002 to 25 Feb 2003)
  • ST. JAMES'S PLACE UK PLC (no longer approved here)

    FRN 150026

    • CF21 Investment Adviser (25 Feb 2003 to 3 Jun 2003)
    • CF22 Investment Adviser (Trainee) (6 Sep 2002 to 25 Feb 2003)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF21 Investment Adviser (25 Feb 2003 to 19 Sep 2003)
    • CF22 Investment Adviser (Trainee) (6 Sep 2002 to 25 Feb 2003)

Recent activity

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

No changes recorded yet.