Simon Paul Jarratt

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • M&G ADVICE PARTNERS LIMITED

    FRN 584256

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF30 Customer (since 2 Apr 2020)
    • Appointed representative dealing with clients for which they require qualification (since 1 Feb 2020)
    • CF1 Director (AR) (since 13 Jan 2020)
    • [FCA CF] Functions requiring qualifications (10 Dec 2019 to 9 Dec 2020)
    • [FCA CF] Client dealing (10 Dec 2019 to 9 Dec 2020)
    • CF30 Customer (9 Nov 2015 to 8 Dec 2019)
  • Summercourt Wealth Management

    FRN 919030

    • (2)Employed By (since 13 Jan 2020)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (18 Sep 2012 to 5 Nov 2015)

Recent activity

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

  1. controlled function removed: Employed By at Summercourt Wealth Management

  2. controlled function added: (2)Employed By at Summercourt Wealth Management