William McSkimming

Last updated
3 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
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 17 Mar 2017)
    • CF1 Director (AR) (17 Mar 2017 to 30 Mar 2023)
    • CF30 Customer (24 Apr 2012 to 4 Jul 2012)
  • DWM Financial Planning Ltd

    FRN 772253

    • (1)Employed By (since 17 Mar 2017)
  • William McSkimming (no longer approved here)

    FRN 580043

    • Employed By (24 Apr 2012 to 4 Jul 2012)
  • Elevate Portfolio Services Limited (no longer approved here)

    FRN 144849

    • CF22 Investment Adviser (Trainee) (20 Nov 2002 to 22 Oct 2003)
    • CF1 Director (AR) (20 Nov 2002 to 22 Oct 2003)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF22 Investment Adviser (Trainee) (20 Nov 2002 to 22 Oct 2003)
    • CF1 Director (AR) (20 Nov 2002 to 22 Oct 2003)
  • Optimize Financial Services Ltd (no longer approved here)

    FRN 220589

    • Employed By (20 Nov 2002 to 5 Nov 2003)

Recent activity

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

No changes recorded yet.