Jonathan Chorley

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • CST Wealth Management Limited

    FRN 602496

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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)
    • [FCA CF] Client dealing (since 14 Jul 2023)
    • [FCA CF] Functions requiring qualifications (since 14 Jul 2023)
  • Financial Planning (Wales) Ltd (no longer approved here)

    FRN 190597

    • [FCA CF] Significant management (9 Dec 2019 to 14 Nov 2024)
    • SMF3 Executive Director (9 Dec 2019 to 19 Nov 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 14 Nov 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 14 Nov 2024)
    • CF1 Director (26 Nov 2018 to 8 Dec 2019)
    • CF30 Customer (17 Jul 2013 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.