Jamie Alexander Bogle

Last updated
1 week ago
Watch for changes

Where they hold approval

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

  • Co-Navigate Limited

    FRN 670205

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 7 Dec 2020)
    • [FCA CF] Client dealing (since 7 Dec 2020)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsibility for MCD Intermediation (21 Mar 2016 to 2 Jun 2020)
    • CF1 Director (5 May 2015 to 8 Dec 2019)
    • CF30 Customer (5 May 2015 to 8 Dec 2019)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • CF30 Customer (20 Jun 2011 to 8 Jul 2015)
  • Integrated Financial Solutions For You Ltd (no longer approved here)

    FRN 215080

    • (4)Employed By (31 Jan 2008 to 13 Jun 2011)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF30 Customer (1 Nov 2007 to 31 Dec 2007)
    • CF22 Investment Adviser (Trainee) (25 Nov 2006 to 31 Oct 2007)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF21 Investment Adviser (3 Mar 2004 to 29 Jul 2004)
    • CF22 Investment Adviser (Trainee) (21 Jan 2003 to 3 Mar 2004)

Recent activity

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

No changes recorded yet.