Jordan James Reid

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.

  • SERENITY FINANCIAL PLANNING LTD

    FRN 452299

    • 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
    • SMF3 Executive Director (since 1 Apr 2025)
    • [FCA CF] Functions requiring qualifications (since 31 Jan 2022)
    • [FCA CF] Client dealing (since 31 Jan 2022)
  • OPUS Independent Financial Planning Limited (no longer approved here)

    FRN 529492

    • [FCA CF] Client dealing (31 Mar 2021 to 31 Dec 2021)
    • [FCA CF] Functions requiring qualifications (31 Mar 2021 to 31 Dec 2021)
    • CF30 Customer (6 Feb 2018 to 31 May 2020)

Recent activity

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

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