Jonathan James Bryan

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

    • 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 15 Dec 2023)
    • [FCA CF] Functions requiring qualifications (since 15 Dec 2023)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (8 Apr 2020 to 2 Jan 2024)
    • CF1 Director (AR) (8 Apr 2020 to 2 Jan 2024)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Jan 2024)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (8 Apr 2020 to 2 Jan 2024)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • CF30 Customer (1 Nov 2007 to 6 Nov 2007)
    • CF21 Investment Adviser (12 Apr 2006 to 31 Oct 2007)
    • CF1 Director (AR) (6 Mar 2006 to 5 Apr 2006)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (27 Jun 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (20 Feb 2007 to 27 Jun 2007)
  • Deaconsfield Financial Planning Ltd (no longer approved here)

    FRN 410615

    • Employed By (12 Apr 2006 to 6 Nov 2007)
  • Finance 4 Growth Ltd (no longer approved here)

    FRN 430195

    • Employed By (15 Nov 2005 to 5 Apr 2006)
  • Liverpool Victoria Financial Advice Services Limited (no longer approved here)

    FRN 186890

    • CF21 Investment Adviser (1 Dec 2001 to 28 Feb 2003)

Recent activity

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

No changes recorded yet.