Francis Joseph Jackson

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.

  • ASCOT LLOYD FINANCIAL PLANNING LIMITED

    FRN 144519

    • SMF1 Chief Executive (since 12 Feb 2026)
    • SMF3 Executive Director (since 12 Feb 2026)
  • Ascot Lloyd Limited

    FRN 578614

    • Responsible for Insurance Distribution (since 8 Oct 2025)
    • Responsibility for MCD Intermediation (since 6 Oct 2025)
    • SMF3 Executive Director (since 8 Nov 2024)
    • SMF9 Chair of the Governing Body (since 8 Nov 2024)
    • SMF1 Chief Executive (since 8 Nov 2024)
  • Ascot Lloyd Investment Management Limited

    FRN 650245

    • SMF1 Chief Executive (since 8 Nov 2024)
    • SMF3 Executive Director (since 8 Nov 2024)
  • RBC Investor Services Trust (no longer approved here)

    FRN 435052

    • [FCA CF] Material risk taker (17 Jan 2021 to 8 Dec 2023)
    • SMF3 Executive Director (7 Mar 2016 to 17 Jan 2021)
    • CF1 Director (14 Oct 2015 to 6 Mar 2016)
    • CF30 Customer (7 Jul 2015 to 6 Mar 2016)
  • J.P. Morgan Securities plc (no longer approved here)

    FRN 155240

    • CF29 Significant management (7 Jan 2014 to 6 Feb 2015)
  • JPMorgan Chase Bank, National Association (no longer approved here)

    FRN 124491

    • CF29 Significant management (10 Aug 2011 to 6 Feb 2015)
  • J.P. Morgan Europe Limited (no longer approved here)

    FRN 124579

    • CF29 Significant management (10 Aug 2011 to 6 Feb 2015)
    • CF30 Customer (1 Nov 2007 to 8 May 2015)
    • CF21 Investment Adviser (31 Oct 2006 to 31 Oct 2007)
  • SEI Investments (Europe) Ltd (no longer approved here)

    FRN 191713

    • CF1 Director (29 Sep 2004 to 20 Jun 2006)
  • Citibank, N.A. (no longer approved here)

    FRN 124704

    • CF21 Investment Adviser (1 Dec 2001 to 1 Aug 2002)

Recent activity

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

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