Advisers, is this your profile? Click here to confirm and add details

Jonathan Halsall

Jonathan has up to 16 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
[FCA CF] Functions requiring qualifications
CPD11 - Pension transfer specialist
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
CPD7 - Personal recommendation on long-term care insurance

Previous Employment:
Sorensen Financial Services10/06/2008 to 12/03/2010
My Pension Expert