Jordan Clark

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.

  • QUILTER FINANCIAL SERVICES LIMITED

    FRN 440703

    • 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
    • Appointed representative dealing with clients for which they require qualification (since 28 Feb 2023)
    • CF30 Customer (since 23 Feb 2023)
  • Quilter Financial Advisers Ltd

    FRN 452529

    • (321)Employed By (since 23 Feb 2023)
  • PM&M Financial Planning Ltd (no longer approved here)

    FRN 459324

    • [FCA CF] Functions requiring qualifications (1 Sep 2022 to 2 Nov 2022)
    • [FCA CF] Client dealing (1 Sep 2022 to 2 Nov 2022)
  • Platinum IFS Limited (no longer approved here)

    FRN 401283

    • [FCA CF] Functions requiring qualifications (1 Mar 2021 to 1 Mar 2022)
    • [FCA CF] Client dealing (1 Mar 2021 to 1 Mar 2022)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (5 Dec 2019 to 26 Feb 2021)
  • Gareth Williams (no longer approved here)

    FRN 439608

    • (1)Employed By (5 Dec 2019 to 26 Feb 2021)

Recent activity

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

No changes recorded yet.