Jonathan James Holdaway

• Elite Financial Consulting Ltd (no longer approved here)

  FRN 529009

  • [FCA CF] Functions requiring qualifications (1 Oct 2025 to 17 Apr 2026)
  • [FCA CF] Client dealing (1 Oct 2025 to 17 Apr 2026)
• Smart Financial Planning Ltd (no longer approved here)

  FRN 484300

  • [FCA CF] Client dealing (9 Dec 2020 to 22 Mar 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2020 to 22 Mar 2023)
• Hurst Financial Consultancy Limited (no longer approved here)

  FRN 448150

  • CF30 Customer (21 Mar 2017 to 24 Jan 2019)
  • CF21 Investment Adviser (11 Aug 2006 to 21 Sep 2007)
  • CF24 Pension Transfer Specialist (11 Aug 2006 to 21 Sep 2007)
• Argentis Wealth Management Ltd (no longer approved here)

  FRN 419331

  • CF30 Customer (16 Aug 2013 to 31 Dec 2016)
• 2 Plan Wealth Management Limited (no longer approved here)

  FRN 461598

  • CF30 Customer (1 Nov 2007 to 16 Jul 2008)
  • CF21 Investment Adviser (17 Sep 2007 to 31 Oct 2007)
• ST. JAMES'S PLACE UNIT TRUST GROUP LIMITED (no longer approved here)

  FRN 122472

  • CF22 Investment Adviser (Trainee) (4 Mar 2002 to 8 Aug 2002)
• ST. JAMES'S PLACE UK PLC (no longer approved here)

  FRN 150026

  • CF22 Investment Adviser (Trainee) (4 Mar 2002 to 8 Aug 2002)
• St. James's Place Wealth Management Plc (no longer approved here)

  FRN 195351

  • CF22 Investment Adviser (Trainee) (4 Mar 2002 to 8 Aug 2002)
• Evelyn Partners Financial Planning Limited (no longer approved here)

  FRN 136414

  • CF21 Investment Adviser (1 Dec 2001 to 5 Mar 2002)

No changes recorded yet.