Paul 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.

  • AIC Financial Ltd

    FRN 475777

    • (3)Employed By (since 21 Mar 2023)
  • 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)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 13 Aug 2018)
  • Beaulieu Wealth Management Ltd (no longer approved here)

    FRN 501479

    • Employed By (13 Aug 2018 to 2 May 2023)

Recent activity

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

  1. controlled function removed: Employed By at AIC Financial Ltd

  2. controlled function added: (3)Employed By at AIC Financial Ltd