Jason Adrew Jolliffe

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.

  • True Potential Wealth Management LLP

    FRN 529810

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 19 Aug 2022)
    • [FCA CF] Client dealing (since 19 Aug 2022)
  • Jolliffe Benning & Associates (no longer approved here)

    FRN 225656

    • (3)Employed By (1 Jul 2003 to 31 Dec 2015)
  • LMJ Financial Services Limited (no longer approved here)

    FRN 190524

    • (17)Employed By (23 Oct 2001 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.