Jon Brydon

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.

  • 2 Plan Wealth Management Limited

    FRN 461598

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 10 Mar 2025)
    • CF30 Customer (since 14 Jan 2025)
    • [FCA CF] Client dealing (31 Oct 2024 to 10 Mar 2025)
    • [FCA CF] Functions requiring qualifications (31 Oct 2024 to 10 Mar 2025)
  • Jonathan Brydon

    FRN 1021619

    • (1)Employed By (since 14 Jan 2025)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • Appointed representative dealing with clients for which they require qualification (11 Jan 2023 to 1 Nov 2024)
    • CF30 Customer (5 Jul 2021 to 1 Nov 2024)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • Appointed representative dealing with clients for which they require qualification (29 Dec 2020 to 11 Jan 2023)

Recent activity

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

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