Jason Clive Watkins

Last updated
1 week 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

    • 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 14 Jan 2022)
    • [FCA CF] Functions requiring qualifications (since 14 Jan 2022)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Apr 2022)
    • CF1 Director (AR) (16 Dec 2016 to 6 Apr 2022)
    • CF30 Customer (27 Sep 2016 to 6 Apr 2022)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (16 Dec 2016 to 6 Apr 2022)
  • Distinct Financial Solutions Wealth Management Ltd (no longer approved here)

    FRN 742937

    • Employed By (27 Sep 2016 to 6 Apr 2022)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF1 Director (AR) (17 Apr 2013 to 31 Mar 2014)
    • CF30 Customer (27 Jan 2012 to 31 Mar 2014)
  • Watkins Wealth Management Limited (no longer approved here)

    FRN 573524

    • Employed By (27 Jan 2012 to 31 Mar 2014)
  • Nationwide Building Society (no longer approved here)

    FRN 106078

    • CF30 Customer (28 Feb 2011 to 19 Jan 2012)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF30 Customer (1 Nov 2007 to 5 Feb 2008)
    • CF21 Investment Adviser (11 Nov 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (22 Mar 2004 to 11 Nov 2004)

Recent activity

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

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