Jenny Olivia Simpson

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.

  • True Potential Wealth Management LLP

    FRN 529810

    • 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
    • [FCA CF] Functions requiring qualifications (since 7 Apr 2025)
    • [FCA CF] Client dealing (since 7 Apr 2025)
  • 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 10 Apr 2025)
    • CF1 Director (AR) (30 Sep 2019 to 10 Apr 2025)
    • CF30 Customer (13 May 2014 to 10 Apr 2025)
  • MPH Wealth Management Limited (no longer approved here)

    FRN 592289

    • (2)Employed By (1 Mar 2017 to 10 Apr 2025)
  • Smith Walker Westwood Financial Consultants Limited (0595) (no longer approved here)

    FRN 154764

    • (4)Employed By (13 Nov 2015 to 1 Mar 2017)
  • Greaves Financial Services Ltd (no longer approved here)

    FRN 526574

    • (1)Employed By (13 May 2014 to 13 Nov 2015)

Recent activity

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

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