Jonathan James Bolton

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.

  • City House Investors Limited

    FRN 443586

    • 14. Managing investments
    • [FCA CF] Functions requiring qualifications (since 16 Jan 2024)
  • Accredo Financial Services Limited

    FRN 647122

    • 14. Managing investments
    • 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] Client dealing (since 31 Dec 2021)
    • [FCA CF] Functions requiring qualifications (since 31 Dec 2021)
    • CF30 Customer (28 Mar 2018 to 30 Dec 2021)
  • Complete Money Care Ltd

    FRN 588428

    • 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
    • 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 7 Feb 2020)
    • [FCA CF] Functions requiring qualifications (since 7 Feb 2020)
  • Castell Cyf

    FRN 458970

    • 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
    • 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 31 Jan 2020)
    • [FCA CF] Client dealing (since 31 Jan 2020)
  • Pi Financial Ltd (no longer approved here)

    FRN 186419

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Nov 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 4 Nov 2025)
    • CF1 Director (AR) (7 Aug 2015 to 4 Nov 2025)
    • CF30 Customer (24 Oct 2013 to 4 Nov 2025)
  • Westview Financial Services Ltd (no longer approved here)

    FRN 710110

    • Employed By (7 Aug 2015 to 4 Nov 2025)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • CF30 Customer (9 Feb 2009 to 7 Jun 2010)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (1 Nov 2007 to 29 Dec 2008)
    • CF22 Investment Adviser (Trainee) (17 Sep 2007 to 31 Oct 2007)

Recent activity

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