Jonathon Philip Howard

Last updated
3 weeks ago
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Where they hold approval

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

  • Premier Financial Management Ltd

    FRN 189921

    • 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] Material risk taker (since 6 Mar 2025)
    • [FCA CF] Functions requiring qualifications (since 22 Jul 2022)
    • [FCA CF] Client dealing (since 22 Jul 2022)
  • KW Wealth Planning Limited (no longer approved here)

    FRN 114694

    • [FCA CF] Client dealing (11 Jan 2021 to 11 Feb 2022)
    • [FCA CF] Functions requiring qualifications (11 Jan 2021 to 11 Feb 2022)
  • Courtiers Investment Services Limited (no longer approved here)

    FRN 124995

    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF24 Pension Transfer Specialist (10 Jul 2006 to 31 Oct 2007)
    • CF21 Investment Adviser (10 Feb 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (16 Oct 2004 to 10 Feb 2006)

Recent activity

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

No changes recorded yet.