Jonathan Leonard Creasey

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.

  • CHESTER ROSE FINANCIAL PLANNING LTD

    FRN 726620

    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 12 May 2025)
    • CF1 Director (AR) (since 12 May 2025)
    • CF30 Customer (since 12 May 2025)
    • [FCA CF] Client dealing (since 12 May 2025)
  • CHESTER ROSE (HAMPSHIRE) LIMITED

    FRN 1032068

    • Employed By (since 12 May 2025)
  • Elevate Portfolio Services Limited (no longer approved here)

    FRN 144849

    • CF4 Partner (AR) (1 Dec 2001 to 21 May 2002)
    • CF24 Pension Transfer Specialist (1 Dec 2001 to 21 May 2002)
    • CF21 Investment Adviser (1 Dec 2001 to 21 May 2002)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF21 Investment Adviser (1 Dec 2001 to 21 May 2002)
    • CF24 Pension Transfer Specialist (1 Dec 2001 to 21 May 2002)
    • CF4 Partner (AR) (1 Dec 2001 to 21 May 2002)
  • Heritage Financial Management (no longer approved here)

    FRN 193255

    • (6)Employed By (1 Dec 2001 to 21 May 2002)

Recent activity

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

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