Jonathan Marc Klipp

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.

  • Hoxton Wealth (UK) Ltd

    FRN 586130

    • 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)
    • [FCA CF] Functions requiring qualifications (since 7 Apr 2026)
    • [FCA CF] Client dealing (since 7 Apr 2026)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Oct 2025)
    • CF1 Director (AR) (23 Mar 2015 to 16 Oct 2025)
    • CF4 Partner (AR) (24 Sep 2013 to 23 Mar 2015)
    • CF30 Customer (15 Jan 2010 to 16 Oct 2025)
  • KWM Wealth Ltd (no longer approved here)

    FRN 516056

    • Employed By (16 Mar 2015 to 16 Oct 2025)

Recent activity

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

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