Jake Harry Cousins

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.

  • Asset Management Financial Advisers Limited

    FRN 172274

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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 20 Nov 2023)
    • [FCA CF] Functions requiring qualifications (since 20 Nov 2023)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (14 Jan 2022 to 15 Nov 2023)
    • Appointed representative dealing with clients for which they require qualification (28 Jun 2021 to 15 Nov 2023)
  • Beals Mortgage and Financial Services Limited (no longer approved here)

    FRN 471442

    • Employed By (14 Jan 2022 to 15 Nov 2023)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (16 Mar 2021 to 11 Jun 2021)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Jan 2021)

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

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