Jay Jeffrey

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.

  • QUILTER FINANCIAL SERVICES LIMITED

    FRN 440703

    • 4. Giving personal recommendations on retail investment products which are not 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)
    • Appointed representative dealing with clients for which they require qualification (since 7 Mar 2025)
    • CF30 Customer (since 5 Mar 2025)
  • Quilter Financial Advisers Ltd

    FRN 452529

    • (205)Employed By (since 5 Mar 2025)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • [FCA CF] Functions requiring qualifications (22 Feb 2023 to 27 Oct 2024)
    • [FCA CF] Client dealing (22 Feb 2023 to 27 Oct 2024)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Nov 2022)
    • CF30 Customer (6 Dec 2017 to 30 Nov 2022)

Recent activity

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

No changes recorded yet.