Ronald Jeffery

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 9 Dec 2019)
    • CF4 Partner (AR) (since 2 Aug 2018)
    • CF30 Customer (since 12 Apr 2012)
  • Quilter Mortgage Planning Limited

    FRN 440718

    • CF4 Partner (AR) (since 28 Sep 2018)
  • The Ron Jeffery Practice

    FRN 815175

    • (3)Employed By (since 2 Aug 2018)
  • Blueprint Financial Services Ltd (no longer approved here)

    FRN 227242

    • Employed By (6 Feb 2012 to 30 Mar 2012)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF30 Customer (1 Nov 2007 to 30 Mar 2012)
    • CF21 Investment Adviser (1 Jun 2005 to 31 Oct 2007)
    • CF7 Sole Trader (AR) (1 Jun 2005 to 5 Sep 2005)

Recent activity

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

No changes recorded yet.