Jeffrey Hodgetts

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • Partners Wealth Management LLP

    FRN 442303

    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 2. Giving personal recommendations on 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
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Client dealing (since 6 Jul 2020)
    • [FCA CF] Functions requiring qualifications (since 6 Jul 2020)
  • KW Wealth Planning Limited (no longer approved here)

    FRN 114694

    • CF30 Customer (2 Jun 2014 to 30 Apr 2015)
  • KW Investment Management Limited (no longer approved here)

    FRN 506600

    • CF30 Customer (2 Jun 2014 to 8 Dec 2019)
  • BARCLAYS INVESTMENT SOLUTIONS LIMITED (no longer approved here)

    FRN 155595

    • CF30 Customer (13 Aug 2010 to 28 Feb 2014)

Recent activity

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

No changes recorded yet.