Jeremy Gordon Ritchie

Last updated
1 week ago
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Where they hold approval

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

  • Berkley Wilkinson Wealth Management Ltd

    FRN 774288

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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] Client dealing (since 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF1 Director (15 May 2017 to 8 Dec 2019)
    • CF10 Compliance Oversight (15 May 2017 to 8 Dec 2019)
    • CF30 Customer (15 May 2017 to 8 Dec 2019)
  • TRULY INDEPENDENT LTD (no longer approved here)

    FRN 513655

    • CF30 Customer (20 Nov 2014 to 7 Jun 2017)
  • Manor Park Financial Consultants 2552 (no longer approved here)

    FRN 154529

    • (2)Employed By (25 Feb 2000 to 29 Dec 2006)

Recent activity

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

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