Jan Peter Robinson

Last updated
5 days ago
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Where they hold approval

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

  • Robinson Rose Wealth Management Ltd

    FRN 980382

    • 21. Advising or arranging (bringing about) equity release transactions
    • 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] Manager of certification employee (since 20 Mar 2023)
    • Responsible for Insurance Distribution (since 20 Mar 2023)
    • SMF3 Executive Director (since 20 Mar 2023)
    • [FCA CF] Client dealing (since 20 Mar 2023)
    • [FCA CF] Functions requiring qualifications (since 20 Mar 2023)
  • Ascot Lloyd Limited (no longer approved here)

    FRN 578614

    • [FCA CF] Functions requiring qualifications (15 Jan 2021 to 25 Jul 2022)
    • [FCA CF] Client dealing (15 Jan 2021 to 25 Jul 2022)
    • CF30 Customer (1 Oct 2019 to 8 Dec 2019)
  • Cullen Wealth Limited (no longer approved here)

    FRN 224355

    • CF30 Customer (14 Dec 2007 to 17 Sep 2010)
  • Lighthouse Advisory Services Limited (no longer approved here)

    FRN 195199

    • CF30 Customer (1 Nov 2007 to 5 Dec 2007)
    • CF21 Investment Adviser (5 Jun 2006 to 31 Oct 2007)
  • TenetConnect Services Limited (no longer approved here)

    FRN 150643

    • CF21 Investment Adviser (28 Jun 2004 to 4 Feb 2005)
    • CF22 Investment Adviser (Trainee) (28 Mar 2003 to 28 Jun 2004)
  • Financial Planning Direct (no longer approved here)

    FRN 185191

    • (3)Employed By (28 Mar 2003 to 4 Feb 2005)

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