Jonathan Neil Reid

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • CF1 Director (AR) (since 11 Sep 2025)
    • CF30 Customer (since 20 Feb 2023)
    • Appointed representative dealing with clients for which they require qualification (since 18 Jul 2022)
  • Reid Financial Planning Limited

    FRN 990382

    • (1)Employed By (since 20 Feb 2023)
  • Mortgage Advice Bureau Limited (no longer approved here)

    FRN 455545

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Aug 2022)

Recent activity

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

No changes recorded yet.