Jonathan David Purnell

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.

  • Harry Robinson Wealth Management Limited

    FRN 771314

    • (2)Employed By (since 24 Oct 2025)
  • St. James's Place Wealth Management Plc

    FRN 195351

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 24 Feb 2015)
    • CF1 Director (AR) (9 Mar 2020 to 6 Nov 2025)
  • CST Wealth Management Limited (no longer approved here)

    FRN 602496

    • CF30 Customer (8 Jul 2014 to 7 Aug 2014)
  • HHPG Limited (no longer approved here)

    FRN 191436

    • CF30 Customer (27 Aug 2009 to 9 Apr 2015)
  • The Whitechurch Network Limited (no longer approved here)

    FRN 190859

    • CF21 Investment Adviser (31 Dec 2003 to 13 Oct 2004)
    • CF22 Investment Adviser (Trainee) (9 Jul 2002 to 31 Dec 2003)
  • The Broadlands Partnership (no longer approved here)

    FRN 212645

    • Employed By (9 Jul 2002 to 13 Oct 2004)

Recent activity

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

No changes recorded yet.