James Antony Coldbreath

Last updated
3 weeks ago
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Where they hold approval

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

  • The On-Line Partnership Limited

    FRN 192638

    • 9A. Advising on P2P agreements
    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 28 Feb 2013)
    • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
    • CF21 Investment Adviser (24 Oct 2002 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 24 Oct 2002)
  • Prestige Financial Associates Limited

    FRN 171241

    • (1)Employed By (since 28 Feb 2013)
    • (11)Employed By (17 Jul 2001 to 31 Dec 2012)

Recent activity

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

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