Jonathan Samuel Thomas McCombe

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
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 23 Jan 2018)
    • CF30 Customer (since 20 Dec 2013)
    • CF4 Partner (AR) (20 Dec 2013 to 6 Mar 2018)
    • CF21 Investment Adviser (22 Apr 2005 to 30 Jun 2006)
    • CF7 Sole Trader (AR) (3 Dec 2004 to 19 Dec 2005)
    • CF22 Investment Adviser (Trainee) (3 Dec 2004 to 22 Apr 2005)
  • KMC Wealth Management Ltd

    FRN 612157

    • (1)Employed By (since 20 Dec 2013)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • CF30 Customer (5 Nov 2010 to 18 Nov 2010)
  • First Complete Limited (no longer approved here)

    FRN 435779

    • CF4 Partner (AR) (10 May 2010 to 6 Dec 2011)

Recent activity

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

No changes recorded yet.