Jonathan Barkey

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • QUILTER FINANCIAL SERVICES LIMITED

    FRN 440703

    • 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 13 Nov 2025)
    • CF30 Customer (since 12 Nov 2025)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Oct 2025)
    • CF30 Customer (17 Jun 2016 to 1 Oct 2025)
  • NATIONAL FARMERS UNION MUTUAL INSURANCE SOCIETY LIMITED(THE) (no longer approved here)

    FRN 117664

    • CF4 Partner (AR) (3 May 2013 to 12 Feb 2016)
  • Cluckie and Paterson Insurance Brokers Ltd (no longer approved here)

    FRN 417785

    • (6)Employed By (3 May 2013 to 12 Feb 2016)

Recent activity

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

  1. controlled function added: (6)Employed By at Cluckie and Paterson Insurance Brokers Ltd