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

Jonathan Tuck

Jonathan Tuck of Charlwood IFA Limited is based in BOURNEMOUTH. Jonathan has up to 22 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
[FCA CF] Functions requiring qualifications
CPD14 - Managing investments
CPD17 - Administrative functions in relation to managing investments
CPD2 - Personal recommendation on Securities (not SHP/PPP/Broker funds)
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
CPD9A - Advising on P2P agreements

Previous Employment:
Charlwood Independent Financial Advisers01/12/2001 to 04/12/2003
My Pension Expert