Jacob Daniel Gold

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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

Gold Wealth Management Advisers Ltd
FRN 1018919
- (3)Employed By (since 25 Sep 2024)
St. James's Place Wealth Management Plc
FRN 195351
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 14 Jul 2021)
- CF30 Customer (since 5 Jul 2021)
- CF1 Director (AR) (since 13 Apr 2018)
Gold Wealth Management Ltd (no longer approved here)
FRN 408234
- (5)Employed By (13 Apr 2018 to 24 Oct 2024)

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

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Senior staff at any authorised firm have to be approved by the FCA personally.
Approved individual: Someone the FCA has personally signed off to hold a senior role at an authorised firm — directors, compliance officers and similar. They're held accountable for the firm's conduct.
Controlled functions: The specific senior roles the FCA approves people to hold, like 'Compliance oversight' or 'Money laundering reporting'. Each approval is tied to a particular firm.
IRN: Individual Reference Number — the unique ID the FCA assigns to each approved person. It stays the same as they move between firms.

Information on this page is sourced from the official FCA register.