Lauren 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.

  • Insight Financial Associates Limited

    FRN 458421

    • 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)
    • [FCA CF] Client dealing (since 23 Apr 2025)
    • [FCA CF] Functions requiring qualifications (since 23 Apr 2025)
    • [FCA CF] Client dealing (6 Sep 2021 to 31 Jan 2023)
    • [FCA CF] Functions requiring qualifications (6 Sep 2021 to 31 Jan 2023)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • Appointed representative dealing with clients for which they require qualification (29 Jun 2023 to 24 Apr 2025)
    • CF1 Director (AR) (20 Jun 2023 to 24 Apr 2025)
    • CF30 Customer (20 Jun 2023 to 24 Apr 2025)
    • [FCA CF] Client dealing (1 Feb 2023 to 24 Apr 2025)
    • [FCA CF] Functions requiring qualifications (1 Feb 2023 to 24 Apr 2025)
  • Financial Wellbeing Solutions Ltd (no longer approved here)

    FRN 994862

    • (1)Employed By (20 Jun 2023 to 24 Apr 2025)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • CF30 Customer (1 May 2020 to 2 Sep 2021)
  • MABWM Ltd (no longer approved here)

    FRN 806378

    • Employed By (1 May 2020 to 2 Sep 2021)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (10 Jul 2019 to 10 Jan 2020)
  • Cambridge Financial Services Ltd (no longer approved here)

    FRN 541885

    • Employed By (10 Jul 2019 to 10 Jan 2020)

Recent activity

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

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