Jonathan Carl Danes

Last updated
1 week ago
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Where they hold approval

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

  • Perspective (Central & East) Limited

    FRN 223377

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 20 Dec 2024)
    • [FCA CF] Client dealing (since 20 Dec 2024)
  • Scottish Widows Schroder Personal Wealth Limited (no longer approved here)

    FRN 830170

    • CF30 Customer (12 Jun 2019 to 28 Jul 2019)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (15 Mar 2010 to 6 Mar 2016)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (14 Oct 2008 to 14 Mar 2010)
  • Bell Financial Planning (UK) Ltd (no longer approved here)

    FRN 434191

    • Employed By (28 Jun 2005 to 15 Feb 2006)
  • SKIPTON FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 100013

    • CF21 Investment Adviser (22 Jun 2004 to 29 Jul 2005)
    • CF22 Investment Adviser (Trainee) (20 Jan 2003 to 22 Jun 2004)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF21 Investment Adviser (1 Dec 2001 to 3 Jan 2003)

Recent activity

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

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