Jonathan Huw Burden

Last updated
1 week ago
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Where they hold approval

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

  • Scott Financial Planning Limited

    FRN 521369

    • 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 (29 Oct 2024 to 22 Apr 2026)
    • [FCA CF] Client dealing (29 Oct 2024 to 22 Apr 2026)
  • Medical and General Independent Financial Advisers Ltd

    FRN 660573

    • 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
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 1 May 2023)
    • [FCA CF] Client dealing (since 1 May 2023)
  • Chetwood Wealth Management Ltd (no longer approved here)

    FRN 195024

    • [FCA CF] Client dealing (5 Oct 2021 to 14 Apr 2023)
    • [FCA CF] Functions requiring qualifications (5 Oct 2021 to 14 Apr 2023)
  • DARNELLS WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 474566

    • [FCA CF] Functions requiring qualifications (5 Oct 2021 to 14 Apr 2023)
    • [FCA CF] Client dealing (5 Oct 2021 to 14 Apr 2023)
  • JLT Wealth Management Limited (no longer approved here)

    FRN 196619

    • CF30 Customer (6 Jun 2018 to 26 Oct 2018)
  • NatWest Markets Plc (no longer approved here)

    FRN 121882

    • CF30 Customer (30 Jun 2008 to 5 May 2014)

Recent activity

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

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