Jonathan Whittle

Last updated
2 weeks ago
Watch for changes

Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Sandringham Financial Partners Limited

    FRN 581304

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (5 Dec 2013 to 8 Dec 2019)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (2 Sep 2008 to 1 Mar 2014)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF21 Investment Adviser (10 Feb 2004 to 4 Feb 2005)
    • CF22 Investment Adviser (Trainee) (31 Jan 2003 to 10 Feb 2004)

Recent activity

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

No changes recorded yet.