Jeremy Brian Over

Last updated
1 week ago
Watch for changes

Where they hold approval

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

  • Stratton Wealth Management Limited

    FRN 845274

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Client dealing (since 4 Jul 2024)
    • [FCA CF] Functions requiring qualifications (since 4 Jul 2024)
  • Prism EBC Limited (no longer approved here)

    FRN 630623

    • (18)[FCA CF] Functions requiring qualifications (27 Jul 2020 to 1 Oct 2025)
    • (17)[FCA CF] Client dealing (27 Jul 2020 to 1 Oct 2025)
    • (16)CF1 Director (AR) (5 Oct 2016 to 11 Jan 2017)
    • (15)CF30 Customer (5 Jan 2015 to 2 Apr 2026)
  • Lighthouse Advisory Services Limited (no longer approved here)

    FRN 195199

    • CF30 Customer (4 Mar 2013 to 3 May 2013)
  • Lighthouse Financial Advice Limited (no longer approved here)

    FRN 225502

    • (397)Employed By (4 Mar 2013 to 3 May 2013)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 11 Nov 2012)
    • CF22 Investment Adviser (Trainee) (20 Apr 2007 to 31 Oct 2007)

Recent activity

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

  1. controlled function removed: CF30 Customer at Prism EBC Limited

  2. controlled function added: (15)CF30 Customer at Prism EBC Limited

  3. controlled function added: (16)CF1 Director (AR) at Prism EBC Limited

  4. controlled function added: (17)[FCA CF] Client dealing at Prism EBC Limited

  5. controlled function added: (18)[FCA CF] Functions requiring qualifications at Prism EBC Limited