Jonathan Peter Holt

• Commercial Finance Brokers UK Limited

  FRN 736199

  • CF1 Director (AR) (since 1 Jul 2024)
• Seek4 Ltd

  FRN 1009136

  • (1)Employed By (since 1 Jul 2024)
• True Potential Wealth Management LLP (no longer approved here)

  FRN 529810

  • [FCA CF] Client dealing (20 Jul 2021 to 28 Feb 2024)
  • [FCA CF] Functions requiring qualifications (20 Jul 2021 to 28 Feb 2024)
• QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

  FRN 440703

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Jul 2021)
  • CF1 Director (AR) (16 Aug 2019 to 10 Sep 2021)
  • CF30 Customer (3 Dec 2014 to 9 Jun 2016)
• Quilter Mortgage Planning Limited (no longer approved here)

  FRN 440718

  • CF1 Director (AR) (16 Aug 2019 to 10 Sep 2021)
• Lance Mason FS Ltd (no longer approved here)

  FRN 757977

  • Employed By (12 Oct 2016 to 10 Sep 2021)
• St. James's Place Wealth Management Plc (no longer approved here)

  FRN 195351

  • CF30 Customer (23 Apr 2014 to 31 Oct 2014)
• ARC Wealth Ltd (no longer approved here)

  FRN 621422

  • Employed By (23 Apr 2014 to 31 Oct 2014)

No changes recorded yet.