Jonathan Alexander Bradshaw

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.

  • Verso Wealth Management Limited

    FRN 153871

    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Client dealing (since 21 Jun 2024)
    • [FCA CF] Functions requiring qualifications (since 21 Jun 2024)
  • Money Doctor Financial Planning Ltd (no longer approved here)

    FRN 442144

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 10 May 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 10 May 2021)
    • CF30 Customer (6 May 2014 to 8 Dec 2019)
  • Atomos Financial Planning Limited (no longer approved here)

    FRN 193503

    • CF30 Customer (1 Nov 2007 to 3 Dec 2007)
    • CF21 Investment Adviser (25 Oct 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (11 Apr 2005 to 25 Oct 2006)

Recent activity

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

No changes recorded yet.