Jonathan Cross

Last updated
2 weeks ago
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Where they hold approval

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

  • 2 Plan Wealth Management Limited

    FRN 461598

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 24 Mar 2023)
    • CF30 Customer (since 24 Feb 2023)
    • [FCA CF] Client dealing (2 Dec 2022 to 24 Mar 2023)
    • [FCA CF] Functions requiring qualifications (2 Dec 2022 to 24 Mar 2023)
  • TaxAssist Direct Financial Services Limited

    FRN 971520

    • (5)Employed By (since 24 Feb 2023)
  • AFH Independent Financial Services Limited (no longer approved here)

    FRN 216704

    • [FCA CF] Client dealing (7 Feb 2022 to 16 Nov 2022)
    • [FCA CF] Functions requiring qualifications (7 Feb 2022 to 16 Nov 2022)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (562)Employed By (24 Mar 2021 to 24 Dec 2021)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Dec 2021)
    • CF30 Customer (8 Jan 2016 to 24 Dec 2021)
  • Origen Financial Services Limited (no longer approved here)

    FRN 192666

    • CF30 Customer (17 Jun 2015 to 28 Jan 2016)
  • Atomos Financial Planning Limited (no longer approved here)

    FRN 193503

    • CF30 Customer (21 Jan 2011 to 27 May 2015)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (22 Jan 2010 to 31 Dec 2010)
  • ABERDEEN PLATFORM LIMITED (no longer approved here)

    FRN 188796

    • CF22 Investment Adviser (Trainee) (21 Mar 2005 to 1 Jan 2006)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF21 Investment Adviser (11 Jul 2002 to 11 Feb 2005)
    • CF22 Investment Adviser (Trainee) (14 Dec 2001 to 11 Jul 2002)

Recent activity

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

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