Jeremy Nicholas Plevin

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.

  • The On-Line Partnership Limited

    FRN 192638

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 9A. Advising on P2P agreements
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 11. Pension transfer specialist
    • Director of firm who is not a certification employee or a SMF manager (since 1 Oct 2024)
    • Appointed representative dealing with clients for which they require qualification (since 1 Oct 2024)
    • CF1 Director (AR) (since 7 Aug 2024)
    • CF30 Customer (since 7 Aug 2024)
  • Morton Miller Wealth Management Limited

    FRN 1017674

    • (1)Employed By (since 7 Aug 2024)
  • Fairstone Wealth Management Limited (no longer approved here)

    FRN 188596

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 25 Sep 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 25 Sep 2024)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF24 Pension Transfer Specialist (30 Dec 2003 to 31 Oct 2007)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)

Recent activity

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

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