Jason Victor Woolgar

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.

  • Best Practice IFA Group Limited

    FRN 223112

    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 9A. Advising on P2P agreements
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 20 Apr 2021)
    • Appointed representative dealing with clients for which they require qualification (since 20 Apr 2021)
    • CF30 Customer (since 19 Apr 2021)
    • CF4 Partner (AR) (19 Apr 2021 to 21 Jan 2026)
  • Verum Financial LLP

    FRN 915016

    • Employed By (since 19 Apr 2021)
  • Origen Financial Services Limited (no longer approved here)

    FRN 192666

    • CF24 Pension Transfer Specialist (1 Mar 2005 to 15 Nov 2006)
    • CF21 Investment Adviser (1 Mar 2005 to 15 Nov 2006)

Recent activity

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

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