Andrew Jones

Last updated
6 days ago
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Where they hold approval

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

  • PerryJones Financial Planning Limited

    FRN 952235

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 13 Dec 2021)
    • [FCA CF] Client dealing (since 13 Dec 2021)
    • SMF16 Compliance Oversight (since 6 Dec 2021)
    • Responsible for Insurance Distribution (since 6 Dec 2021)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 6 Dec 2021)
    • SMF3 Executive Director (since 6 Dec 2021)
  • Beneficial Financial Management (834) (no longer approved here)

    FRN 153367

    • Employed By (5 May 2006 to 31 Dec 2010)

Recent activity

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

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