Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

    • (1)Employed By (since 1 May 2026)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • Appointed representative dealing with clients for which they require qualification (since 31 Jul 2024)
    • CF30 Customer (since 19 Jul 2024)
    • [FCA CF] Client dealing (17 May 2024 to 31 Jul 2024)
    • [FCA CF] Functions requiring qualifications (17 May 2024 to 31 Jul 2024)
  • One Financial Solutions Ltd (no longer approved here)

    FRN 607130

    • (17)Employed By (19 Jul 2024 to 1 May 2026)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (25 Jan 2023 to 15 Mar 2024)
    • Appointed representative dealing with clients for which they require qualification (14 Nov 2022 to 15 Mar 2024)
  • Gilson Gray Financial Limited (no longer approved here)

    FRN 628199

    • (24)Employed By (25 Jan 2023 to 15 Mar 2024)

Recent activity

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

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