Jeremy Keith Holland

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.

  • Brookson Financial Limited

    FRN 179752

    • 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 11 Jan 2022)
    • [FCA CF] Client dealing (since 11 Jan 2022)
    • CF30 Customer (8 May 2019 to 8 Dec 2019)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (29 May 2014 to 31 Dec 2015)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (6 Sep 2013 to 1 May 2014)
  • Sandringham Financial Partners Limited (no longer approved here)

    FRN 581304

    • CF30 Customer (22 Apr 2013 to 11 Oct 2013)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 11 Nov 2012)
    • CF21 Investment Adviser (9 May 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (14 Jul 2004 to 9 May 2005)
  • CFS Wealth Management LLP (no longer approved here)

    FRN 220844

    • Employed By (10 Dec 2003 to 9 Jun 2004)

Recent activity

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

No changes recorded yet.