Jonathan Edward Magee

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • True Potential Wealth Management LLP

    FRN 529810

    • 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)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Manager of certification employee (22 Sep 2023 to 23 May 2025)
    • CF30 Customer (8 Apr 2019 to 8 Dec 2019)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 29 Jul 2010)
    • CF21 Investment Adviser (16 Jun 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (17 Jan 2005 to 16 Jun 2006)
  • Parkway Consulting (no longer approved here)

    FRN 193379

    • (3)Employed By (11 Apr 2000 to 31 Mar 2004)

Recent activity

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

  1. controlled function added: (3)Employed By at Parkway Consulting