Lee Jon Merrett

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.

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 21. Advising or arranging (bringing about) equity release transactions
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 22 Nov 2022)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 17 Mar 2016)
    • CF4 Partner (AR) (17 Mar 2016 to 3 Jan 2023)
  • FinancialMerrett Limited

    FRN 739647

    • (2)Employed By (since 17 Mar 2016)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • CF30 Customer (10 Feb 2014 to 19 May 2016)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • CF30 Customer (24 Jun 2008 to 22 Apr 2014)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 24 Sep 2008)
    • CF21 Investment Adviser (27 Sep 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (27 Apr 2005 to 27 Sep 2005)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF21 Investment Adviser (1 Dec 2001 to 31 Dec 2002)
  • Scottish Widows Unit Trust Managers Limited (no longer approved here)

    FRN 122129

    • CF21 Investment Adviser (1 Dec 2001 to 17 Jul 2002)

Recent activity

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

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