Jake Houlahan

Last updated
1 week ago
Watch for changes

Where they hold approval

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

  • Finli (G&P) Ltd

    FRN 142752

    • 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 4 Dec 2025)
    • Appointed representative dealing with clients for which they require qualification (since 13 Nov 2025)
  • Finli (IPWM) Limited

    FRN 591331

    • (1)Employed By (since 8 Aug 2019)
  • WREN STERLING FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 665653

    • [FCA CF] Client dealing (1 Mar 2022 to 30 May 2022)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Nov 2021)
    • CF30 Customer (8 Aug 2019 to 30 Nov 2021)

Recent activity

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

  1. controlled function removed: Employed By at Finli (IPWM) Limited

  2. controlled function added: (1)Employed By at Finli (IPWM) Limited