Jonathan David Williams

• WESLEYAN FINANCIAL SERVICES LIMITED

  FRN 134753

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 12 Jan 2026)
  • [FCA CF] Functions requiring qualifications (since 12 Jan 2026)
• Attivo Financial Services Limited

  FRN 462105

  • CF30 Customer (since 3 May 2023)
  • Appointed representative dealing with clients for which they require qualification (17 May 2023 to 6 Nov 2025)
  • [FCA CF] Client dealing (16 May 2023 to 17 May 2023)
  • [FCA CF] Functions requiring qualifications (16 May 2023 to 17 May 2023)
• Attivo Financial Planning Limited

  FRN 451967

  • Employed By (since 3 May 2023)
• Attivo Financial Limited (no longer approved here)

  FRN 497130

  • [FCA CF] Functions requiring qualifications (12 May 2023 to 6 Nov 2025)
  • [FCA CF] Client dealing (12 May 2023 to 6 Nov 2025)
• QUILTER WEALTH LIMITED (no longer approved here)

  FRN 217742

  • CF30 Customer (18 Jan 2022 to 9 Feb 2022)
• Openwork Limited (no longer approved here)

  FRN 408285

  • Appointed representative dealing with clients for which they require qualification (13 May 2021 to 15 Dec 2021)
  • CF30 Customer (28 Apr 2021 to 15 Dec 2021)
• Reflect Financial Limited (no longer approved here)

  FRN 932095

  • (17)Employed By (20 Aug 2020 to 22 Apr 2021)
• St. James's Place Wealth Management Plc (no longer approved here)

  FRN 195351

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 Apr 2021)
  • CF30 Customer (27 Sep 2019 to 22 Apr 2021)
• Willson Grange Wealth Management Limited (no longer approved here)

  FRN 811556

  • Employed By (27 Sep 2019 to 22 Apr 2021)

No changes recorded yet.