Jeremy Simon Ford

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.

  • Best Practice IFA Group Limited

    FRN 223112

    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 10 Oct 2023)
    • Appointed representative dealing with clients for which they require qualification (since 10 Oct 2023)
    • CF1 Director (AR) (since 7 Sep 2023)
    • CF30 Customer (since 7 Sep 2023)
  • Juno Financial Planning Ltd

    FRN 1000465

    • (1)Employed By (since 7 Sep 2023)
  • Succession Financial Management Limited (no longer approved here)

    FRN 225831

    • [FCA CF] Client dealing (9 Dec 2019 to 10 Jan 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 10 Jan 2023)
    • CF30 Customer (31 Oct 2018 to 8 Dec 2019)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 10 Jan 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 10 Jan 2023)
    • CF30 Customer (25 Oct 2018 to 8 Dec 2019)
  • EBS Pensions Limited (no longer approved here)

    FRN 134908

    • CF24 Pension Transfer Specialist (23 Aug 2002 to 22 Aug 2003)
    • CF21 Investment Adviser (1 Dec 2001 to 22 Aug 2003)

Recent activity

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

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