Jonathan Matthew Orton

• St. James's Place Wealth Management Plc (no longer approved here)

  FRN 195351

  • Appointed representative dealing with clients for which they require qualification (28 Nov 2023 to 17 Apr 2025)
  • CF30 Customer (31 Oct 2023 to 17 Apr 2025)
• The Platt Partnership Limited (no longer approved here)

  FRN 845009

  • (4)Employed By (31 Oct 2023 to 17 Apr 2025)
• MACBETH, SCOTT & CO. LIFE & PENSION SERVICES LIMITED (no longer approved here)

  FRN 131459

  • [FCA CF] Client dealing (9 Dec 2019 to 24 Nov 2022)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 24 Nov 2022)
  • CF30 Customer (31 Aug 2017 to 8 Dec 2019)
• QUILTER WEALTH LIMITED (no longer approved here)

  FRN 217742

  • CF30 Customer (24 Apr 2017 to 22 Aug 2017)
• Charles Derby Wealth Management Limited (no longer approved here)

  FRN 535816

  • Employed By (24 Apr 2017 to 22 Aug 2017)
• PROFILE FINANCIAL SOLUTIONS LTD (no longer approved here)

  FRN 596398

  • CF30 Customer (25 Jan 2016 to 27 Mar 2017)
• AFH Independent Financial Services Limited (no longer approved here)

  FRN 216704

  • CF30 Customer (21 Aug 2015 to 31 Dec 2015)
• HSBC Bank Plc (no longer approved here)

  FRN 114216

  • CF30 Customer (8 Feb 2013 to 22 Apr 2014)
• Clydesdale Bank Plc (no longer approved here)

  FRN 121873

  • CF21 Investment Adviser (28 Dec 2005 to 13 Feb 2006)

No changes recorded yet.