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Jonathan Balchin

Jonathan Balchin of Broadland Consultants Ltd is based in Norwich. Jonathan has up to 4 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
[FCA CF] Functions requiring qualifications
CPD20 - Advising or arranging regulated mortgage contracts
CPD21 - Advising or arranging equity release transactions
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)

Previous Employment:
SANLAM PARTNERSHIPS LIMITED09/12/2019 to 19/02/2022
My Pension Expert