Jason Clive Macey

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)
    • [FCA CF] Functions requiring qualifications (since 16 Jun 2020)
    • [FCA CF] Client dealing (since 16 Jun 2020)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (25 Feb 2010 to 13 Aug 2010)
    • CF21 Investment Adviser (9 Aug 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (27 Feb 2004 to 9 Aug 2004)

Recent activity

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

No changes recorded yet.