Paul Jonathon Byles

Last updated
3 weeks ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Talis Financial Advisers Ltd

    FRN 150458

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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 20 Mar 2025)
    • [FCA CF] Functions requiring qualifications (since 20 Mar 2025)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Apr 2024)
    • CF1 Director (AR) (11 Apr 2011 to 10 Apr 2024)
    • CF30 Customer (9 Feb 2009 to 10 Apr 2024)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (1 Nov 2007 to 12 Jan 2009)
    • CF21 Investment Adviser (15 Nov 2002 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (29 Apr 2002 to 15 Nov 2002)
  • Wesleyan Assurance Society (no longer approved here)

    FRN 110873

    • CF21 Investment Adviser (1 Dec 2001 to 13 Feb 2002)
  • Wesleyan Unit Trust Managers Limited (no longer approved here)

    FRN 175798

    • CF21 Investment Adviser (1 Dec 2001 to 13 Feb 2002)

Recent activity

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

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