Jeremy Freeman

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.

  • Fairstone Financial Management Limited

    FRN 475973

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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 27 Sep 2023)
    • [FCA CF] Client dealing (since 27 Sep 2023)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Sep 2023)
    • CF30 Customer (1 Nov 2007 to 29 Sep 2023)
    • CF21 Investment Adviser (19 Jan 2006 to 31 Oct 2007)
    • CF1 Director (AR) (19 Jan 2006 to 29 Sep 2023)
  • PLF Wealth Management Ltd (no longer approved here)

    FRN 165645

    • Employed By (19 Jan 2006 to 29 Sep 2023)

Recent activity

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

No changes recorded yet.