James Patrick Egan

• J.P. MORGAN PERSONAL INVESTING LIMITED

  FRN 552016

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 5 May 2023)
  • [FCA CF] Client dealing (since 5 May 2023)
• INTERESTME FINANCIAL PLANNING LIMITED (no longer approved here)

  FRN 542680

  • [FCA CF] Functions requiring qualifications (1 May 2020 to 25 May 2022)
  • CF30 Customer (16 Jun 2017 to 26 Apr 2018)
• LEBC Group Limited (no longer approved here)

  FRN 760755

  • CF30 Customer (13 Mar 2019 to 8 Dec 2019)
• Affinity Financial Awareness Limited (no longer approved here)

  FRN 409160

  • CF30 Customer (13 Jul 2018 to 23 Jan 2019)
• Wealth At Work Limited (no longer approved here)

  FRN 417367

  • CF30 Customer (13 Jul 2018 to 23 Jan 2019)
• St. James's Place Wealth Management Plc (no longer approved here)

  FRN 195351

  • CF30 Customer (24 Sep 2015 to 3 Jul 2017)
• Bradley Persell (no longer approved here)

  FRN 401681

  • Employed By (24 Sep 2015 to 3 Jul 2017)

No changes recorded yet.