Jamie PARKER

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.

  • KW Wealth Planning Limited

    FRN 114694

    • 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] Client dealing (since 22 Apr 2025)
    • [FCA CF] Functions requiring qualifications (since 22 Apr 2025)
  • THE ROYAL BANK OF SCOTLAND PUBLIC LIMITED COMPANY (no longer approved here)

    FRN 114724

    • [FCA CF] Functions requiring qualifications (27 Jan 2022 to 5 Feb 2025)
  • Coutts & Company (no longer approved here)

    FRN 122287

    • [FCA CF] Functions requiring qualifications (27 Jan 2022 to 5 Feb 2025)
  • M&G ADVICE PARTNERS LIMITED (no longer approved here)

    FRN 584256

    • [FCA CF] Client dealing (24 Jul 2020 to 14 Feb 2021)
    • [FCA CF] Functions requiring qualifications (24 Jul 2020 to 14 Feb 2021)
    • CF30 Customer (11 Sep 2017 to 8 Dec 2019)
  • Kellands (Hale) Limited (no longer approved here)

    FRN 193498

    • CF30 Customer (1 Jul 2016 to 25 Aug 2017)

Recent activity

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

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