Kerry Jane Jones

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 Planning Solutions Limited

    FRN 184591

    • 11. Pension transfer specialist
    • [FCA CF] Client dealing (since 1 Sep 2020)
    • [FCA CF] Functions requiring qualifications (since 1 Sep 2020)
  • Lighthouse Advisory Services Limited

    FRN 195199

    • 11. Pension transfer specialist
    • [FCA CF] Functions requiring qualifications (since 1 Sep 2020)
    • [FCA CF] Client dealing (since 1 Sep 2020)
  • QUILTER WEALTH LIMITED

    FRN 217742

    • 11. Pension transfer specialist
    • [FCA CF] Client dealing (since 1 Sep 2020)
    • [FCA CF] Functions requiring qualifications (since 1 Sep 2020)
  • QUILTER FINANCIAL SERVICES LIMITED

    FRN 440703

    • 11. Pension transfer specialist
    • [FCA CF] Client dealing (since 1 Sep 2020)
    • [FCA CF] Functions requiring qualifications (since 1 Sep 2020)
  • Quilter Mortgage Planning Limited

    FRN 440718

    • 11. Pension transfer specialist
    • [FCA CF] Client dealing (since 1 Sep 2020)
    • [FCA CF] Functions requiring qualifications (since 1 Sep 2020)
  • Quilter Financial Limited

    FRN 497604

    • 11. Pension transfer specialist
    • [FCA CF] Client dealing (since 1 Sep 2020)
    • [FCA CF] Functions requiring qualifications (since 1 Sep 2020)
  • Honister Partners Ltd (no longer approved here)

    FRN 502699

    • Employed By (23 Jun 2009 to 21 Oct 2010)

Recent activity

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

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