Jonathan William Keep

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.

  • Sense Network Limited

    FRN 465124

    • 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] Client dealing (since 5 Jan 2024)
    • Appointed representative dealing with clients for which they require qualification (since 5 Jan 2024)
    • CF1 Director (AR) (since 28 Dec 2023)
    • CF30 Customer (since 28 Dec 2023)
  • InSight Wealth Management Limited

    FRN 1005120

    • (7)Employed By (since 28 Dec 2023)
  • Quilter Private Client Advisers Limited (no longer approved here)

    FRN 227836

    • (219)Employed By (27 Mar 2020 to 10 Feb 2021)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (27 Mar 2020 to 10 Feb 2021)
  • Best Practice IFA Group Limited (no longer approved here)

    FRN 223112

    • CF1 Director (AR) (1 Oct 2016 to 7 Mar 2017)
  • Charles Jacques Ltd (no longer approved here)

    FRN 502160

    • Employed By (1 Oct 2016 to 10 Feb 2021)

Recent activity

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

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