Trevor David Gillard

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.

  • Trevor David Gillard

    FRN 985505

    • Employed By (since 10 Nov 2022)
  • 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
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 7 Jun 2018)
  • Orion Financial Management Limited (no longer approved here)

    FRN 934776

    • (2)Employed By (24 Sep 2020 to 15 Dec 2022)
  • 3D Wealth Partners Limited (no longer approved here)

    FRN 522995

    • Employed By (7 Jun 2018 to 7 Mar 2019)
  • ABERDEEN PLATFORM LIMITED (no longer approved here)

    FRN 188796

    • CF21 Investment Adviser (1 Dec 2001 to 31 Jul 2002)

Recent activity

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

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