Jonathan Michael Loughran

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • Azets Wealth Management Limited

    FRN 449016

    • 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 19 Sep 2022)
    • [FCA CF] Client dealing (since 19 Sep 2022)
  • PrisWM Limited (no longer approved here)

    FRN 131446

    • [FCA CF] Client dealing (4 Mar 2020 to 15 Sep 2022)
    • [FCA CF] Functions requiring qualifications (4 Mar 2020 to 15 Sep 2022)
    • CF30 Customer (28 Jan 2019 to 15 Sep 2022)
  • Prismatic Wealth Limited (no longer approved here)

    FRN 646626

    • (3)Employed By (1 Apr 2019 to 15 Sep 2022)

Recent activity

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

  1. controlled function removed: Employed By at Prismatic Wealth Limited

  2. controlled function added: (3)Employed By at Prismatic Wealth Limited