Trevor Holmes

Last updated
2 weeks ago
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Where they hold approval

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

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 24 Jan 2019)
    • CF4 Partner (AR) (since 24 Jan 2019)
  • Meridian Advice

    FRN 829195

    • (2)Employed By (since 24 Jan 2019)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • CF1 Director (AR) (1 Feb 2011 to 28 Jan 2019)
    • CF30 Customer (11 Nov 2010 to 28 Jan 2019)
  • CAERUS Wealth Ltd (no longer approved here)

    FRN 525931

    • Employed By (11 Nov 2010 to 20 Jan 2011)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF30 Customer (1 Nov 2007 to 5 Nov 2010)
    • CF21 Investment Adviser (1 Jun 2005 to 31 Oct 2007)
    • CF1 Director (AR) (1 Jun 2005 to 5 Nov 2010)
  • Meridian Advice Limited (no longer approved here)

    FRN 227554

    • (18)Employed By (19 Aug 2003 to 5 Nov 2010)

Recent activity

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

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