Jason Richard Haines

Last updated
2 weeks ago
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Where they hold approval

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

  • Shipman Wealth Management Ltd (no longer approved here)

    FRN 456896

    • [FCA CF] Client dealing (3 Jan 2023 to 16 Mar 2026)
    • [FCA CF] Functions requiring qualifications (3 Jan 2023 to 16 Mar 2026)
  • SHIPMAN FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 513289

    • CF30 Customer (1 Apr 2022 to 6 Sep 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 17 Mar 2026)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Mar 2026)
    • [FCA CF] Client dealing (9 Dec 2019 to 17 Mar 2026)
  • Fairstone Financial Management Limited (no longer approved here)

    FRN 475973

    • [FCA CF] Client dealing (9 Dec 2019 to 11 Dec 2020)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 11 Dec 2020)
    • CF30 Customer (13 Mar 2018 to 8 Dec 2019)
  • M W F S Limited (no longer approved here)

    FRN 152943

    • (2)Employed By (11 Jul 2006 to 29 Dec 2008)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF21 Investment Adviser (12 Aug 2005 to 10 Mar 2006)
    • CF22 Investment Adviser (Trainee) (16 Feb 2005 to 12 Aug 2005)
  • MERLIN FINANCIAL SERVICES LTD (no longer approved here)

    FRN 220125

    • Responsible for Insurance Mediation (23 Apr 2004 to 24 Dec 2004)
    • CF10 Compliance Oversight (22 Jul 2003 to 24 Dec 2004)
    • CF21 Investment Adviser (31 Jan 2003 to 24 Dec 2004)
    • CF24 Pension Transfer Specialist (31 Jan 2003 to 24 Dec 2004)
    • CF1 Director (31 Jan 2003 to 24 Dec 2004)

Recent activity

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

No changes recorded yet.