Jonathan Lindsay West

Last updated
3 weeks ago
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Where they hold approval

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

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 2 Oct 2019)
  • Jonathan West

    FRN 914005

    • (1)Employed By (since 2 Oct 2019)
  • Whitechurch Securities Limited (no longer approved here)

    FRN 114318

    • CF30 Customer (1 Nov 2007 to 17 Oct 2019)
    • CF21 Investment Adviser (1 May 2003 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (4 Nov 2002 to 1 May 2003)
  • The Whitechurch Network Limited (no longer approved here)

    FRN 190859

    • CF21 Investment Adviser (25 Nov 2004 to 28 Nov 2006)
  • Whitechurch Financial Consultants Ltd (no longer approved here)

    FRN 409728

    • Employed By (25 Nov 2004 to 28 Nov 2006)

Recent activity

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

No changes recorded yet.