Where they hold approval

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

  • New Forest Wealth Management Limited (no longer approved here)

    FRN 446804

    • (3)Employed By (13 Jun 2022 to 31 Jan 2023)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jan 2023)
    • CF4 Partner (AR) (28 Sep 2018 to 4 Jul 2022)
    • CF30 Customer (1 Nov 2007 to 31 Jan 2023)
    • CF22 Investment Adviser (Trainee) (4 Sep 2006 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.