Jason Peter Coleman

Last updated
3 weeks ago
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Where they hold approval

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

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 10 Dec 2007)
    • CF1 Director (AR) (since 10 Dec 2007)
  • Insurance & Financial Services Ltd

    FRN 437335

    • (1)Employed By (since 10 Dec 2007)
    • (3)Employed By (15 Aug 2005 to 30 Nov 2007)
  • Greenfields Financial Management Limited (no longer approved here)

    FRN 152689

    • CF21 Investment Adviser (23 Feb 2005 to 18 Jul 2005)
    • CF22 Investment Adviser (Trainee) (5 Oct 2004 to 23 Feb 2005)

Recent activity

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

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