Jake John Burkey

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.

  • 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
    • CF1 Director (AR) (since 18 Feb 2025)
    • Appointed representative dealing with clients for which they require qualification (since 26 May 2023)
    • CF30 Customer (since 18 May 2023)
  • Grant Charles Financial Planning Ltd

    FRN 996342

    • (1)Employed By (since 18 May 2023)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 May 2023)
    • CF30 Customer (8 Oct 2019 to 9 May 2023)
  • Delphic Financial Planning Limited (no longer approved here)

    FRN 486037

    • (21)Employed By (8 Oct 2019 to 9 May 2023)

Recent activity

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

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