Jamie Kinnear

Last updated
1 week ago
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Where they hold approval

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

  • Condies Wealth Strategies Limited

    FRN 748895

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • SMF3 Executive Director (since 5 Feb 2025)
    • SMF16 Compliance Oversight (since 5 Feb 2025)
    • Responsibility for MCD Intermediation (since 5 Feb 2025)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 5 Feb 2025)
    • [FCA CF] Client dealing (since 24 Apr 2023)
    • [FCA CF] Functions requiring qualifications (since 24 Apr 2023)
  • 7IM Investment and Retirement Solutions Limited (no longer approved here)

    FRN 787394

    • [FCA CF] Functions requiring qualifications (1 Jun 2021 to 10 Mar 2023)
  • Hargreaves Lansdown Advisory Services Limited (no longer approved here)

    FRN 189627

    • [FCA CF] Client dealing (9 Dec 2019 to 27 May 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 27 May 2021)
    • CF30 Customer (8 Jun 2017 to 8 Dec 2019)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (24 Jun 2010 to 11 Nov 2012)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF30 Customer (18 Feb 2010 to 10 May 2010)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF30 Customer (1 Nov 2007 to 7 May 2009)
    • CF22 Investment Adviser (Trainee) (22 Oct 2007 to 31 Oct 2007)

Recent activity

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

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