Will Battle

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
    • 7. Giving personal recommendations on long-term care insurance contracts
    • CF30 Customer (since 29 Mar 2025)
    • Appointed representative dealing with clients for which they require qualification (23 Aug 2021 to 19 Jul 2022)
    • CF30 Customer (12 Aug 2021 to 19 Jul 2022)
  • Fynnbrook Financial Planning Ltd

    FRN 1024575

    • (1)Employed By (since 29 Mar 2025)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (15 Sep 2022 to 24 Mar 2025)
    • CF30 Customer (7 Sep 2022 to 24 Mar 2025)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (573)Employed By (7 Sep 2022 to 31 Mar 2025)
  • Glencastle Financial Services Limited (no longer approved here)

    FRN 631212

    • (1)Employed By (12 Aug 2021 to 19 Jul 2022)

Recent activity

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

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