Cathryn Diane Jones

Last updated
2 weeks ago
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Where they hold approval

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

  • Astute Private Wealth Limited

    FRN 531465

    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 21. Advising or arranging (bringing about) equity release transactions
    • CF1 Director (AR) (since 16 Dec 2020)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (since 12 Nov 2019)
  • Astute Wealth Services Ltd

    FRN 911751

    • Employed By (since 12 Nov 2019)

Recent activity

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

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