Jonathan Nicolas Bolger

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.

  • QUILTER FINANCIAL SERVICES LIMITED

    FRN 440703

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 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
    • [FCA CF] Functions requiring qualifications (since 4 Jun 2025)
  • Quilter Financial Planning Solutions Limited

    FRN 184591

    • 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
    • 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 9 Dec 2019)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (16 Aug 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (25 May 2007 to 16 Aug 2007)
  • GMT Financial Solutions Limited (no longer approved here)

    FRN 457963

    • CF21 Investment Adviser (1 Dec 2006 to 9 May 2007)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • CF21 Investment Adviser (6 Mar 2006 to 30 Nov 2006)
  • G.M.T Financial Solutions Limited (no longer approved here)

    FRN 225371

    • Employed By (21 Jan 2004 to 30 Nov 2006)

Recent activity

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

No changes recorded yet.