Danielle Watts-Jones

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.

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 22 Aug 2014)
    • CF30 Customer (since 28 Jan 2011)
    • CF4 Partner (AR) (28 Jan 2011 to 9 Dec 2014)
  • DWJ Wealth Management Ltd

    FRN 630640

    • (1)Employed By (since 22 Aug 2014)
  • Celtic Financial Planning (no longer approved here)

    FRN 539982

    • Employed By (28 Jan 2011 to 17 Dec 2014)

Recent activity

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

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