Gwilym Lloyd 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.

  • QUILTER FINANCIAL SERVICES LIMITED

    FRN 440703

    • 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
    • Appointed representative dealing with clients for which they require qualification (since 21 Jul 2025)
    • CF1 Director (AR) (since 15 Jul 2025)
    • CF30 Customer (since 15 Jul 2025)
  • Ascent Financial Planning Limited

    FRN 808823

    • (2)Employed By (since 15 Jul 2025)
    • (5)Employed By (13 Jul 2020 to 11 Jul 2025)
  • Sandringham Financial Partners Limited (no longer approved here)

    FRN 581304

    • [FCA CF] Client dealing (1 Mar 2023 to 11 Jul 2025)
    • [FCA CF] Functions requiring qualifications (1 Mar 2023 to 11 Jul 2025)
    • Appointed representative dealing with clients for which they require qualification (1 Mar 2023 to 11 Jul 2025)
    • CF1 Director (AR) (12 Jan 2023 to 11 Jul 2025)
    • CF30 Customer (26 May 2022 to 1 Dec 2022)
  • Atomos Financial Planning Limited (no longer approved here)

    FRN 193503

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Aug 2020)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 Aug 2020)
    • CF30 Customer (1 Apr 2011 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.