Trevor Richardson

• 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 9 Dec 2019)
  • CF30 Customer (since 28 Dec 2018)
• Trevor Richardson

  FRN 766012

  • (1)Employed By (since 28 Dec 2018)
• Sterling Partnership Limited (no longer approved here)

  FRN 213084

  • Employed By (21 Apr 2016 to 14 Jan 2019)
• QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

  FRN 440703

  • CF30 Customer (21 Apr 2016 to 4 Jan 2019)
• Personal Touch Financial Services Limited (no longer approved here)

  FRN 187834

  • CF30 Customer (29 Oct 2010 to 31 Mar 2016)
• Lighthouse Advisory Services Limited (no longer approved here)

  FRN 195199

  • CF30 Customer (1 Nov 2007 to 25 Oct 2010)
  • CF21 Investment Adviser (26 Jan 2006 to 31 Oct 2007)
• Lighthouse Financial Advice Limited (no longer approved here)

  FRN 225502

  • (668)Employed By (26 Jan 2006 to 25 Oct 2010)
• Aviva Administration Limited (no longer approved here)

  FRN 185746

  • CF21 Investment Adviser (17 Aug 2002 to 4 Oct 2004)
  • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 17 Aug 2002)
• Elevate Portfolio Services Limited (no longer approved here)

  FRN 144849

  • CF21 Investment Adviser (1 Dec 2001 to 4 Oct 2004)

No changes recorded yet.