Natalie Jaques

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 SERVICES LIMITED

    FRN 440703

    • 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 25 Sep 2023)
    • CF30 Customer (since 22 Sep 2023)
  • CJP Financial Services Ltd

    FRN 466798

    • Employed By (since 22 Sep 2023)
  • Atomos Financial Planning Limited (no longer approved here)

    FRN 193503

    • CF30 Customer (12 Oct 2021 to 7 Dec 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 7 Jul 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 7 Jul 2023)

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