Jonathan William Ashbee

Last updated
1 week ago
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Where they hold approval

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

  • Capital Planning Partners (Holdings) Ltd

    FRN 1030521

    • Employed By (since 1 Aug 2025)
  • St. James's Place Wealth Management Plc

    FRN 195351

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF30 Customer (since 31 Jul 2025)
    • Appointed representative dealing with clients for which they require qualification (since 28 Jul 2025)
  • DRR Financial Consultants Limited (no longer approved here)

    FRN 697398

    • [FCA CF] Functions requiring qualifications (30 Mar 2023 to 20 Sep 2023)
    • Appointed representative dealing with clients for which they require qualification (30 Mar 2023 to 20 Sep 2023)
    • [FCA CF] Client dealing (30 Mar 2023 to 20 Sep 2023)
    • CF30 Customer (27 Mar 2023 to 20 Sep 2023)
    • CF1 Director (AR) (27 Mar 2023 to 20 Sep 2023)

Recent activity

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

No changes recorded yet.