Martin 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.

  • HW Financial Services Limited

    FRN 134190

    • 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 9 Dec 2025)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2025)
    • [FCA CF] Functions requiring qualifications (17 May 2022 to 3 Dec 2025)
    • [FCA CF] Client dealing (17 May 2022 to 3 Dec 2025)
  • Evelyn Partners Investment Management Services Limited

    FRN 165169

    • 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
    • [FCA CF] Client dealing (since 3 Dec 2025)
    • [FCA CF] Functions requiring qualifications (since 3 Dec 2025)
  • Evelyn Partners Discretionary Investment Management Limited

    FRN 147103

    • 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 1 Apr 2025)
    • [FCA CF] Functions requiring qualifications (since 1 Apr 2025)
  • Evelyn Partners Investment Management LLP

    FRN 580531

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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
    • [FCA CF] Functions requiring qualifications (since 1 Apr 2025)
    • [FCA CF] Client dealing (since 1 Apr 2025)
  • Evelyn Partners Financial Planning Limited

    FRN 136414

    • 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] Functions requiring qualifications (since 17 May 2022)
    • [FCA CF] Client dealing (since 17 May 2022)
  • Quilter Private Client Advisers Limited (no longer approved here)

    FRN 227836

    • (113)Employed By (1 Apr 2020 to 1 Apr 2022)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Apr 2022)
    • CF30 Customer (3 Jan 2019 to 1 Apr 2022)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (383)Employed By (3 Jan 2019 to 1 Apr 2022)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • CF30 Customer (28 Jun 2011 to 7 Jan 2018)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (12 May 2009 to 26 May 2010)
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Recent activity

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