Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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David Bean Wealth Management Ltd
FRN 609400
- Employed By (since 10 Mar 2025)
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St. James's Place Wealth Management Plc
FRN 195351
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 1 May 2024)
- CF30 Customer (since 11 Feb 2024)
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- Employed By (11 Feb 2024 to 11 Mar 2025)
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- [FCA CF] Functions requiring qualifications (31 May 2019 to 28 Feb 2024)
Recent activity
Updates to this individual's record on the FCA register.
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