Jason Knowles

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

    • 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
    • Appointed representative dealing with clients for which they require qualification (since 16 Sep 2025)
    • CF1 Director (AR) (since 15 Aug 2025)
    • CF30 Customer (since 15 Aug 2025)
  • Cooper Knowles Limited

    FRN 1003823

    • Employed By (since 15 Aug 2025)
    • Employed By (28 Dec 2023 to 19 Jun 2025)
  • Vision Independent Financial Planning Ltd (no longer approved here)

    FRN 487395

    • Appointed representative dealing with clients for which they require qualification (15 Jan 2024 to 19 Jun 2025)
    • CF1 Director (AR) (28 Dec 2023 to 19 Jun 2025)
    • CF30 Customer (28 Dec 2023 to 19 Jun 2025)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • [FCA CF] Client dealing (3 Apr 2020 to 17 Jan 2024)
    • [FCA CF] Functions requiring qualifications (3 Apr 2020 to 17 Jan 2024)
  • OPUS Independent Financial Planning Limited (no longer approved here)

    FRN 529492

    • CF30 Customer (3 Sep 2018 to 8 Dec 2019)
  • Cormorant Partnership LLP (no longer approved here)

    FRN 488257

    • CF30 Customer (4 Aug 2016 to 29 Jun 2018)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (10 Dec 2014 to 5 May 2016)

Recent activity

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

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