Jonathan Dowson

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.

  • Fairstone Wealth Management Limited

    FRN 188596

    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Client dealing (since 8 Jan 2024)
    • [FCA CF] Functions requiring qualifications (since 8 Jan 2024)
  • TMP Wealth Management Ltd (no longer approved here)

    FRN 925657

    • Employed By (6 Oct 2021 to 8 Jan 2024)
  • 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 8 Jan 2024)
    • CF30 Customer (1 Nov 2007 to 8 Jan 2024)
    • CF22 Investment Adviser (Trainee) (22 Aug 2007 to 31 Oct 2007)
  • Carrick Financial Management Ltd (no longer approved here)

    FRN 196441

    • Employed By (23 Nov 2006 to 14 Oct 2007)
  • The On-Line Partnership Limited (no longer approved here)

    FRN 192638

    • CF21 Investment Adviser (10 Aug 2004 to 14 Oct 2007)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF21 Investment Adviser (18 Feb 2004 to 17 Sep 2004)
    • CF22 Investment Adviser (Trainee) (6 Sep 2002 to 18 Feb 2004)

Recent activity

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

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