David Jonathan Wilkinson

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

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 11 Feb 2016)
    • CF30 Customer (since 18 Jul 2013)
  • Wilkinson Wealth Ltd

    FRN 735661

    • Employed By (since 11 Feb 2016)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF30 Customer (24 Aug 2011 to 29 Jul 2013)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF30 Customer (18 Jun 2010 to 30 Jul 2011)

Recent activity

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

No changes recorded yet.