Jonathan Howard Poole

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • Buxton Beresford Financial Planning Ltd

    FRN 596052

    • 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)
    • [FCA CF] Functions requiring qualifications (since 10 Mar 2025)
    • [FCA CF] Client dealing (since 10 Mar 2025)
  • IFA FINANCIAL SERVICES (UK) LTD.

    FRN 447432

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 27 Apr 2023)
    • [FCA CF] Client dealing (since 27 Apr 2023)
  • Insight Financial Associates Limited

    FRN 458421

    • 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)
    • [FCA CF] Client dealing (since 18 Jul 2022)
    • [FCA CF] Functions requiring qualifications (since 18 Jul 2022)

Recent activity

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

No changes recorded yet.