Dawn Michelle 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.

  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • [FCA CF] Client dealing (28 Nov 2022 to 11 Apr 2025)
    • [FCA CF] Functions requiring qualifications (28 Nov 2022 to 11 Apr 2025)
  • Holborn Assets Ltd (no longer approved here)

    FRN 648817

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 15 May 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 15 May 2023)
    • CF30 Customer (3 Aug 2018 to 8 Dec 2019)
  • Evolve Wealth Limited (no longer approved here)

    FRN 529665

    • CF1 Director (20 Jul 2015 to 31 Jan 2018)
    • CF30 Customer (1 Jan 2014 to 31 Jan 2018)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • CF30 Customer (17 Nov 2011 to 13 Mar 2014)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (15 Mar 2010 to 26 Oct 2011)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (1 Nov 2007 to 14 Mar 2010)
    • CF21 Investment Adviser (17 Sep 2007 to 31 Oct 2007)
  • HBOS Investment Fund Managers Limited (no longer approved here)

    FRN 119223

    • CF21 Investment Adviser (24 Sep 2002 to 5 Jun 2003)

Recent activity

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

No changes recorded yet.