Jonathan Alistair Crossley

Last updated
2 days ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 1 Nov 2007)
    • CF1 Director (AR) (28 Aug 2013 to 1 Oct 2018)
    • CF21 Investment Adviser (10 Apr 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (5 Jan 2006 to 10 Apr 2006)
  • Crossley Thompson Wealth Management Ltd

    FRN 821130

    • Employed By (since 25 Sep 2018)
  • Crossley Thompson Financial Management Limited (no longer approved here)

    FRN 446484

    • Employed By (5 Jan 2006 to 25 Sep 2018)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF21 Investment Adviser (17 Mar 2003 to 9 Dec 2005)
    • CF22 Investment Adviser (Trainee) (30 Aug 2002 to 17 Mar 2003)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF21 Investment Adviser (1 Dec 2001 to 7 Aug 2002)
  • Scottish Widows Unit Trust Managers Limited (no longer approved here)

    FRN 122129

    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 17 Jul 2002)

Recent activity

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

No changes recorded yet.