Jason Victor James Lewis

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.

  • Custodian Wealth Ltd

    FRN 794639

    • (1)Employed By (since 11 Jan 2024)
    • (1)Employed By (28 Nov 2017 to 11 Jan 2024)
  • 2 Plan Wealth Management Limited

    FRN 461598

    • 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 2 Jan 2024)
    • CF30 Customer (since 3 Nov 2023)
    • CF1 Director (AR) (since 3 Nov 2023)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Jan 2024)
    • CF30 Customer (28 Nov 2017 to 11 Jan 2024)
    • CF1 Director (AR) (28 Nov 2017 to 11 Jan 2024)
    • CF21 Investment Adviser (1 Mar 2007 to 31 Oct 2007)
  • Chase de Vere Independent Financial Advisers limited (no longer approved here)

    FRN 137914

    • CF30 Customer (11 Aug 2016 to 30 Nov 2017)
  • Affinity Financial Awareness Limited (no longer approved here)

    FRN 409160

    • CF30 Customer (21 Apr 2009 to 2 Jul 2016)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (19 Feb 2009 to 24 Apr 2009)
  • Weston Financial Partnership Ltd (no longer approved here)

    FRN 456913

    • Employed By (1 Mar 2007 to 6 May 2009)

Recent activity

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

  1. controlled function removed: Employed By at Custodian Wealth Ltd

  2. controlled function added: (1)Employed By at Custodian Wealth Ltd