Adam Jolles

• New Leaf Distribution Limited

  FRN 460421

  • 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 22 Jan 2020)
• HL Partnership Limited (no longer approved here)

  FRN 303397

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Dec 2019)
• Quilter Financial Planning Solutions Limited (no longer approved here)

  FRN 184591

  • CF30 Customer (6 Oct 2008 to 31 Dec 2012)
• St. James's Place Wealth Management Plc (no longer approved here)

  FRN 195351

  • CF30 Customer (1 Nov 2007 to 23 Sep 2008)
  • CF22 Investment Adviser (Trainee) (20 Dec 2006 to 17 Apr 2007)
  • CF21 Investment Adviser (1 Dec 2001 to 26 Feb 2003)
• ST. JAMES'S PLACE UNIT TRUST GROUP LIMITED (no longer approved here)

  FRN 122472

  • CF21 Investment Adviser (1 Dec 2001 to 26 Feb 2003)
• ST. JAMES'S PLACE UK PLC (no longer approved here)

  FRN 150026

  • CF21 Investment Adviser (1 Dec 2001 to 26 Feb 2003)

No changes recorded yet.