Jake Jordan Marcus Carr

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.

  • Clifton Wealth Partnership Ltd

    FRN 541273

    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF30 Customer (since 7 Jul 2025)
    • [FCA CF] Client dealing (since 5 Mar 2025)
    • [FCA CF] Functions requiring qualifications (since 5 Mar 2025)
  • London Private Wealth Limited

    FRN 1037365

    • (2)Employed By (since 7 Jul 2025)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • Appointed representative dealing with clients for which they require qualification (4 Jan 2021 to 16 Sep 2022)
    • CF30 Customer (2 Dec 2020 to 16 Sep 2022)
  • Carr Financial Ltd (no longer approved here)

    FRN 409176

    • Employed By (2 Dec 2020 to 16 Sep 2022)

Recent activity

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

No changes recorded yet.