Jeremy Lloyd Wharton

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.

  • Church House Investments Limited

    FRN 190548

    • 14. Managing investments
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • SMF1 Chief Executive (since 5 May 2022)
    • [FCA CF] Functions requiring qualifications (since 11 Apr 2022)
    • SMF3 Executive Director (9 Dec 2019 to 5 May 2022)
    • CF1 Director (11 Mar 2010 to 8 Dec 2019)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF27 Investment Management (20 Jun 2006 to 31 Oct 2007)
    • CF21 Investment Adviser (7 Jan 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (10 Aug 2004 to 7 Jan 2005)

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