Joshua Matthew Jones

• 2 Plan Wealth Management Limited

  FRN 461598

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • Appointed representative dealing with clients for which they require qualification (since 5 Sep 2025)
  • CF1 Director (AR) (since 1 Sep 2025)
  • CF30 Customer (since 1 Sep 2025)
  • [FCA CF] Functions requiring qualifications (30 May 2024 to 5 Sep 2025)
  • [FCA CF] Client dealing (30 May 2024 to 5 Sep 2025)
• DYNAMIC WEALTH LTD

  FRN 1039519

  • (1)Employed By (since 1 Sep 2025)
• Fisher Investments Europe Limited (no longer approved here)

  FRN 191609

  • [FCA CF] Functions requiring qualifications (20 Mar 2024 to 7 May 2024)
  • [FCA CF] Client dealing (20 Mar 2024 to 7 May 2024)
• Xentum Limited (no longer approved here)

  FRN 912036

  • [FCA CF] Functions requiring qualifications (21 Sep 2023 to 8 Mar 2024)
  • [FCA CF] Client dealing (1 May 2023 to 8 Mar 2024)
• WREN STERLING FINANCIAL PLANNING LIMITED (no longer approved here)

  FRN 665653

  • [FCA CF] Functions requiring qualifications (14 Nov 2022 to 31 Mar 2023)
  • [FCA CF] Client dealing (14 Nov 2022 to 31 Mar 2023)
• AFH Independent Financial Services Limited (no longer approved here)

  FRN 216704

  • [FCA CF] Functions requiring qualifications (14 Apr 2022 to 25 Aug 2022)
  • [FCA CF] Client dealing (14 Apr 2022 to 25 Aug 2022)
• Capstone Financial Management Ltd (no longer approved here)

  FRN 630674

  • Employed By (16 Jan 2020 to 25 Feb 2022)
• St. James's Place Wealth Management Plc (no longer approved here)

  FRN 195351

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Feb 2022)
  • CF30 Customer (1 Sep 2017 to 25 Feb 2022)

No changes recorded yet.