Jonathan Charles Gilbert

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.

  • The On-Line Partnership Limited

    FRN 192638

    • 11. Pension transfer specialist
    • 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)
    • 9A. Advising on P2P agreements
    • Director of firm who is not a certification employee or a SMF manager (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 28 Mar 2012)
    • CF1 Director (AR) (since 28 Mar 2012)
  • David Burnell Financial Services Limited

    FRN 222302

    • Employed By (since 13 Jun 2019)
  • INVAL HOLDINGS LIMITED (no longer approved here)

    FRN 304376

    • SMF3 Executive Director (9 Dec 2019 to 31 Jan 2020)
    • CF1 Director (14 Jan 2005 to 8 Dec 2019)
  • Hill & Abbott Wealth Management Limited (no longer approved here)

    FRN 629768

    • Employed By (12 Aug 2015 to 18 Oct 2017)
  • Routen Chaplin Financial Services Limited (no longer approved here)

    FRN 120915

    • (7)Employed By (1 Oct 1998 to 19 Sep 2006)

Recent activity

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

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