Jeremy Cleminson

Last updated
3 weeks ago
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Where they hold approval

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

  • Talis Financial Advisers Ltd

    FRN 150458

    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Client dealing (since 4 Apr 2022)
    • [FCA CF] Functions requiring qualifications (since 4 Apr 2022)
  • 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 9 Sep 2021)
    • CF30 Customer (14 Jul 2014 to 9 Sep 2021)
  • Bank of America, N.A. (no longer approved here)

    FRN 124642

    • CF30 Customer (30 Nov 2011 to 27 Sep 2012)

Recent activity

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

No changes recorded yet.