Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Castell Wealth Management Ltd
FRN 826927
- Employed By (since 11 Dec 2025)
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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)
- CF30 Customer (since 26 Jul 2016)
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- Employed By (26 Jul 2016 to 2 Jan 2026)
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- CF30 Customer (12 Oct 2012 to 21 Oct 2015)
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- CF30 Customer (1 Nov 2007 to 20 May 2010)
- CF22 Investment Adviser (Trainee) (30 May 2006 to 10 Oct 2006)
- CF21 Investment Adviser (1 Mar 2005 to 30 May 2006)
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- Employed By (25 Nov 1998 to 21 Feb 2003)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.