Jonothan Charles McColgan

Last updated
3 days ago
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Where they hold approval

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

  • The Whitechurch Network Limited

    FRN 190859

    • 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
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 9A. Advising on P2P agreements
    • 11. Pension transfer specialist
    • Director of firm who is not a certification employee or a SMF manager (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 22 Apr 2008)
    • CF30 Customer (since 22 Apr 2008)
  • Combined Financial Strategies Ltd

    FRN 481624

    • Employed By (since 22 Apr 2008)
  • Bowmore Financial Planning Limited (no longer approved here)

    FRN 115180

    • CF22 Investment Adviser (Trainee) (10 Jul 2003 to 7 Jun 2004)

Recent activity

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

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