Jason Howard Murgatroyd

Last updated
2 days ago
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Where they hold approval

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

  • QUILTER FINANCIAL SERVICES LIMITED

    FRN 440703

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • Appointed representative dealing with clients for which they require qualification (since 24 May 2024)
    • CF30 Customer (since 19 May 2024)
  • Quilter Financial Advisers Ltd

    FRN 452529

    • (264)Employed By (since 19 May 2024)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (27 Jun 2022 to 8 Apr 2024)
    • CF30 Customer (20 Jun 2022 to 8 Apr 2024)
  • Regency Wealth Ltd (no longer approved here)

    FRN 578309

    • (25)Employed By (20 Jun 2022 to 8 Apr 2024)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 May 2022)
    • CF30 Customer (21 Nov 2019 to 2 May 2022)
  • CS Financial Group Limited (no longer approved here)

    FRN 778941

    • Employed By (21 Nov 2019 to 2 May 2022)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF21 Investment Adviser (1 Dec 2001 to 1 Dec 2006)

Recent activity

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

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