Andrew Jamieson

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.

  • Kellands (Gloucester) Limited

    FRN 143312

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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)
    • 9A. Advising on P2P agreements
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF24 Pension Transfer Specialist (1 Nov 2004 to 31 Oct 2007)
    • CF21 Investment Adviser (1 Nov 2004 to 31 Oct 2007)
  • Kellands (Bristol) Limited (no longer approved here)

    FRN 196145

    • [FCA CF] Client dealing (9 Dec 2019 to 31 May 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 May 2022)
  • Cheltenham Wealth Financial Practice Ltd (no longer approved here)

    FRN 195949

    • Responsible for Insurance Mediation (14 Jan 2005 to 17 Mar 2006)
    • CF11 Money Laundering Reporting (1 Mar 2004 to 17 Mar 2006)
    • CF21 Investment Adviser (1 Dec 2001 to 17 Mar 2006)
    • CF24 Pension Transfer Specialist (1 Dec 2001 to 17 Mar 2006)
    • CF8 Apportionment and Oversight (1 Dec 2001 to 17 Mar 2006)
    • CF10 Compliance Oversight (1 Dec 2001 to 17 Mar 2006)
    • CF1 Director (1 Dec 2001 to 17 Mar 2006)

Recent activity

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

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