Rhys Wyn Jackson

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.

  • Blueberry Wealth Limited

    FRN 626661

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 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)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (20 Feb 2015 to 8 Dec 2019)
  • Owen Matthews Associates Ltd (no longer approved here)

    FRN 192697

    • (12)Employed By (23 Oct 2013 to 13 Feb 2015)
  • 5 Point Financial Planning Ltd (no longer approved here)

    FRN 231278

    • (13)Employed By (6 Feb 2012 to 8 Dec 2019)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (1 Nov 2007 to 15 Dec 2007)
    • CF21 Investment Adviser (28 Feb 2005 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.