Jonathan Treliving

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.

  • Hirschle Hughes Wealth Management Ltd

    FRN 1039061

    • Employed By (since 26 Aug 2025)
  • New Leaf Distribution Limited

    FRN 460421

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 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
    • [FCA CF] Client dealing (since 4 May 2023)
    • CF30 Customer (since 3 May 2023)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (28 Aug 2019 to 5 Dec 2024)
    • CF30 Customer (31 Jul 2015 to 17 Sep 2018)
  • Mark Taylor (no longer approved here)

    FRN 613307

    • (3)Employed By (18 Jul 2024 to 26 Aug 2025)
  • CEO Finance Ltd (no longer approved here)

    FRN 912535

    • Employed By (28 Aug 2019 to 5 Dec 2024)

Recent activity

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

No changes recorded yet.