Jeremy Turrell

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.

  • Vision Independent Financial Planning Ltd

    FRN 487395

    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 10 May 2022)
    • CF30 Customer (since 9 May 2022)
  • TC Group Financial Planning LLP

    FRN 842206

    • (5)Employed By (since 9 May 2022)
  • Atomos Investments Limited (no longer approved here)

    FRN 122588

    • [FCA CF] Manager of certification employee (9 Dec 2019 to 29 Apr 2022)
    • [FCA CF] Client dealing (9 Dec 2019 to 29 Apr 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 29 Apr 2022)
    • CF30 Customer (12 Sep 2019 to 8 Dec 2019)
  • Thesis Asset Management Limited (no longer approved here)

    FRN 114354

    • CF30 Customer (31 Dec 2018 to 16 Sep 2019)
  • LGT Wealth Management Limited (no longer approved here)

    FRN 466684

    • CF30 Customer (3 Sep 2013 to 31 Jul 2018)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (26 Feb 2013 to 30 Aug 2013)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 6 Aug 2009)
    • CF21 Investment Adviser (1 Jul 2007 to 31 Oct 2007)
  • Scottish Widows Unit Trust Managers Limited (no longer approved here)

    FRN 122129

    • CF21 Investment Adviser (10 Feb 2006 to 30 Jun 2007)
    • CF22 Investment Adviser (Trainee) (24 Nov 2005 to 10 Feb 2006)

Recent activity

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

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