Wayne Geoffrey Coleman

• St. James's Place Wealth Management Plc

  FRN 195351

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 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)
  • CF1 Director (AR) (since 10 Aug 2018)
  • CF30 Customer (since 16 Sep 2014)
• Consilium Wealth Management Ltd

  FRN 815322

  • Employed By (since 10 Aug 2018)
• Capstone Financial Management Ltd (no longer approved here)

  FRN 630674

  • Employed By (16 Mar 2016 to 4 Sep 2018)
• Willson Grange Ltd (no longer approved here)

  FRN 503107

  • Employed By (16 Sep 2014 to 16 Mar 2016)
• QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

  FRN 440703

  • CF30 Customer (29 Oct 2013 to 26 Jul 2014)
• Puleston Wealth Management Ltd (no longer approved here)

  FRN 595900

  • (3)Employed By (29 Oct 2013 to 26 Jul 2014)
• Bank of Scotland plc (no longer approved here)

  FRN 169628

  • CF30 Customer (1 Nov 2007 to 28 Jan 2011)
  • CF21 Investment Adviser (17 Sep 2007 to 31 Oct 2007)
• HBOS Investment Fund Managers Limited (no longer approved here)

  FRN 119223

  • CF21 Investment Adviser (24 Sep 2002 to 5 Jun 2003)

No changes recorded yet.