Jonathan James Ollerenshaw

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.

  • QUILTER FINANCIAL SERVICES LIMITED

    FRN 440703

    • 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
    • Appointed representative dealing with clients for which they require qualification (since 2 Sep 2025)
    • CF1 Director (AR) (since 14 Jul 2025)
    • CF30 Customer (since 14 Jul 2025)
  • Aligned Wealth Financial Planning Ltd

    FRN 1037866

    • (1)Employed By (since 14 Jul 2025)
  • Shackleton Advisers Limited (no longer approved here)

    FRN 163291

    • [FCA CF] Client dealing (3 Apr 2023 to 8 Aug 2025)
    • [FCA CF] Functions requiring qualifications (3 Apr 2023 to 8 Aug 2025)
  • Attivo Financial Services Limited (no longer approved here)

    FRN 462105

    • [FCA CF] Functions requiring qualifications (18 Feb 2022 to 3 Mar 2022)
    • Appointed representative dealing with clients for which they require qualification (18 Feb 2022 to 3 Mar 2022)
    • CF30 Customer (17 Feb 2022 to 3 Mar 2022)
  • Attivo Financial Limited (no longer approved here)

    FRN 497130

    • Appointed representative dealing with clients for which they require qualification (18 Feb 2022 to 3 Mar 2022)
    • CF30 Customer (17 Feb 2022 to 3 Mar 2022)
    • [FCA CF] Client dealing (14 Feb 2022 to 3 Mar 2022)
    • [FCA CF] Functions requiring qualifications (14 Feb 2022 to 3 Mar 2022)
  • Attivo Financial Planning Limited (no longer approved here)

    FRN 451967

    • Employed By (17 Feb 2022 to 3 Mar 2022)
  • Tempus Financial Planning Limited (no longer approved here)

    FRN 746703

    • Employed By (17 Feb 2022 to 3 Mar 2022)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (3 Jul 2014 to 6 Mar 2016)
  • Wealth At Work Limited (no longer approved here)

    FRN 417367

    • CF30 Customer (3 Sep 2013 to 30 May 2014)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (18 Aug 2008 to 7 Mar 2010)
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Recent activity

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

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