Jennifer Jane McMahon

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • Futura Wealth Management Ltd

    FRN 515272

    • 9A. Advising on P2P agreements
    • 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] Functions requiring qualifications (since 1 Oct 2024)
    • [FCA CF] Client dealing (since 1 Oct 2024)
  • ARMSTRONG WATSON FINANCIAL PLANNING LTD (no longer approved here)

    FRN 542122

    • [FCA CF] Client dealing (30 Jun 2023 to 23 Feb 2024)
    • [FCA CF] Functions requiring qualifications (30 Jun 2023 to 23 Feb 2024)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • [FCA CF] Functions requiring qualifications (2 Jul 2022 to 19 May 2023)
  • Advanta Wealth Ltd (no longer approved here)

    FRN 605977

    • [FCA CF] Client dealing (17 Aug 2020 to 4 Apr 2022)
    • [FCA CF] Functions requiring qualifications (17 Aug 2020 to 13 May 2022)
    • CF30 Customer (5 Apr 2016 to 12 Feb 2018)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Dec 2019)
    • CF30 Customer (6 Feb 2018 to 10 Dec 2019)
  • One Financial Planning Ltd (no longer approved here)

    FRN 191206

    • (44)Employed By (6 Feb 2018 to 10 Dec 2019)

Recent activity

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

  1. controlled function added: (44)Employed By at One Financial Planning Ltd