Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Edmonds and Simpson Wealth Management Limited
FRN 1016850
- (2)Employed By (since 29 Jul 2024)
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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 9 Dec 2019)
- CF1 Director (AR) (since 8 Jun 2017)
- CF30 Customer (since 16 Aug 2013)
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- Employed By (16 Aug 2013 to 18 Oct 2024)
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- CF30 Customer (5 Oct 2010 to 11 Nov 2012)
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- CF30 Customer (29 Feb 2008 to 29 Sep 2010)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.