Jonathan Lindsay Mclaren Craig

Last updated
2 weeks ago
Watch for changes

Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • McHardy Private Wealth Limited

    FRN 469955

    • 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)
    • SMF3 Executive Director (since 22 Nov 2024)
    • [FCA CF] Functions requiring qualifications (since 14 Aug 2024)
    • [FCA CF] Client dealing (since 14 Aug 2024)
  • MCHB WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 126147

    • SMF3 Executive Director (23 Dec 2022 to 18 Oct 2024)
    • [FCA CF] Client dealing (19 Feb 2022 to 19 Nov 2024)
    • [FCA CF] Functions requiring qualifications (19 Feb 2022 to 19 Nov 2024)
  • HW Financial Services Limited (no longer approved here)

    FRN 134190

    • [FCA CF] Client dealing (9 Dec 2019 to 4 Feb 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 4 Feb 2022)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • [FCA CF] Client dealing (9 Dec 2019 to 4 Feb 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 4 Feb 2022)
    • CF30 Customer (10 Dec 2018 to 8 Dec 2019)
  • Acumen Financial Planning Limited (no longer approved here)

    FRN 218745

    • CF30 Customer (10 Apr 2015 to 30 Nov 2018)

Recent activity

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

No changes recorded yet.