Jacob Wright

• KW Wealth Planning Limited

  FRN 114694

  • 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)
  • [FCA CF] Client dealing (since 2 Feb 2026)
  • [FCA CF] Functions requiring qualifications (since 2 Feb 2026)
• Fintuity Limited (no longer approved here)

  FRN 814106

  • [FCA CF] Functions requiring qualifications (8 Jan 2024 to 31 Jan 2026)
  • [FCA CF] Client dealing (8 Jan 2024 to 31 Jan 2026)
• St. James's Place Wealth Management Plc (no longer approved here)

  FRN 195351

  • Appointed representative dealing with clients for which they require qualification (28 Dec 2022 to 9 Jan 2024)
  • CF30 Customer (21 Nov 2022 to 9 Jan 2024)
  • CF1 Director (AR) (21 Nov 2022 to 9 Jan 2024)
• WREN STERLING FINANCIAL PLANNING LIMITED (no longer approved here)

  FRN 665653

  • [FCA CF] Client dealing (14 Mar 2022 to 24 Dec 2022)
  • [FCA CF] Functions requiring qualifications (14 Mar 2022 to 24 Dec 2022)
• Quilter Financial Limited (no longer approved here)

  FRN 497604

  • Appointed representative dealing with clients for which they require qualification (15 Sep 2020 to 29 Apr 2021)
  • CF30 Customer (7 Sep 2020 to 29 Apr 2021)
• Alexander House Financial Planning Limited (no longer approved here)

  FRN 791612

  • (16)Employed By (7 Sep 2020 to 29 Apr 2021)
• Landmark IFA Limited (no longer approved here)

  FRN 225538

  • [FCA CF] Client dealing (9 Dec 2019 to 28 May 2020)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 May 2020)
  • CF30 Customer (7 Dec 2018 to 8 Dec 2019)

No changes recorded yet.