Jonathan Masters

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.

  • 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)
    • CF1 Director (AR) (since 30 Apr 2013)
    • CF30 Customer (since 30 Apr 2013)
  • Masters Financial Planning Ltd

    FRN 483946

    • (2)Employed By (since 6 Jun 2008)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF1 Director (AR) (26 Apr 2013 to 28 Jun 2013)
    • CF30 Customer (26 Apr 2013 to 28 Jun 2013)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (26 Apr 2013 to 28 Jun 2013)
    • CF30 Customer (26 Apr 2013 to 28 Jun 2013)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF30 Customer (1 Nov 2007 to 3 Jun 2008)
    • CF21 Investment Adviser (1 Jun 2005 to 31 Oct 2007)
  • Blueprint Financial Services Ltd (no longer approved here)

    FRN 227242

    • Employed By (18 Nov 2003 to 3 Jun 2008)

Recent activity

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

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