Jason Demitrie Toumba

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • Partners Wealth Management LLP

    FRN 442303

    • 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 27 Jan 2025)
    • [FCA CF] Client dealing (since 27 Jan 2025)
  • CBW Financial Planning Limited (no longer approved here)

    FRN 182357

    • (15)[FCA CF] Functions requiring qualifications (19 Dec 2019 to 25 Jul 2024)
    • (14)[FCA CF] Client dealing (19 Dec 2019 to 25 Jul 2024)
    • (13)CF30 Customer (1 Aug 2016 to 8 Dec 2019)

Recent activity

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

  1. controlled function added: (13)CF30 Customer at CBW Financial Planning Limited

  2. controlled function added: (14)[FCA CF] Client dealing at CBW Financial Planning Limited

  3. controlled function added: (15)[FCA CF] Functions requiring qualifications at CBW Financial Planning Limited