Jason Bevan

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.

  • Gracechurch Wealth Management LLP

    FRN 454766

    • 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)
    • SMF27 Partner (since 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF1 Director (AR) (since 26 Jan 2012)
    • CF30 Customer (since 1 Nov 2007)
    • CF4 Partner (AR) (19 May 2011 to 15 Dec 2011)
    • CF21 Investment Adviser (2 Oct 2006 to 31 Oct 2007)
    • CF8 Apportionment and Oversight (2 Oct 2006 to 31 Mar 2009)
    • CF10 Compliance Oversight (2 Oct 2006 to 8 Dec 2019)
    • Responsible for Insurance Mediation (2 Oct 2006 to 30 Sep 2018)
    • CF4 Partner (2 Oct 2006 to 8 Dec 2019)
  • Magma Wealth Management Limited

    FRN 572383

    • (8)Employed By (since 26 Jan 2012)
  • Chancery Alliance LLP (no longer approved here)

    FRN 532736

    • Employed By (11 May 2011 to 15 Dec 2011)

Recent activity

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

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