Joanne Taylor Jackson

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.

  • HANDELSBANKEN WEALTH & ASSET MANAGEMENT LIMITED

    FRN 197340

    • 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 7 Mar 2021)
    • [FCA CF] Functions requiring qualifications (since 7 Mar 2021)
    • CF30 Customer (26 Oct 2016 to 8 Dec 2019)
  • Clydesdale Bank Plc (no longer approved here)

    FRN 121873

    • CF30 Customer (29 Dec 2009 to 10 Oct 2012)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF30 Customer (1 Nov 2007 to 16 Sep 2009)
    • CF21 Investment Adviser (16 Feb 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (5 Sep 2006 to 16 Feb 2007)
  • Falcon Financial Advice Limited (no longer approved here)

    FRN 401814

    • (62)Employed By (29 Oct 2004 to 11 Mar 2005)
  • Lighthouse Advisory Services Limited (no longer approved here)

    FRN 195199

    • CF21 Investment Adviser (23 Sep 2003 to 11 Mar 2005)
  • Lighthouse Financial Advice Limited (no longer approved here)

    FRN 225502

    • (546)Employed By (23 Sep 2003 to 11 Mar 2005)
  • Prosperis Limited (no longer approved here)

    FRN 223586

    • CF22 Investment Adviser (Trainee) (19 Mar 2003 to 10 Apr 2003)

Recent activity

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

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