A-PLAN HOLDINGS
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
2 Des Roches squareWitneyOxfordshireOX28 4LEUNITED KINGDOM- Phone
- +441993893311
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Complaints Contact
2 Des Roches SquareWitneyOxfordshireOX28 4LEUNITED KINGDOM- Phone
- +441993893311
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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P2P Lending Advice
For Commercial, Retail (Non-Investment Insurance)
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Investment Advice (no pensions)
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Arranges Investments
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Insurance Admin
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Credit Brokering
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Stockbroking
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Investment Setup
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Jenny Hughes
IRN JXH00626
- SMF2 Chief Finance (23 Jul 2021 to 23 Jan 2025)
- SMF3 Executive Director (23 Jul 2021 to 23 Jan 2025)
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John Anthony Barnes
IRN JXB03713
- SMF18 Other Overall Responsibility (since 29 Jan 2024)
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John David King
IRN JDK01032
- SMF10 Chair of the Risk Committee (since 6 Mar 2025)
- SMF11 Chair of the Audit Committee (since 6 Mar 2025)
- Director of firm who is not a certification employee or a SMF manager (22 Nov 2022 to 2 Apr 2025)
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John Laurence Walker
IRN JLW01064
- CF2 Non Executive Director (29 Mar 2011 to 22 Apr 2015)
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Jonathan Paul Cumpstey
IRN JPC01188
- SMF18 Other Overall Responsibility (since 26 Sep 2025)
- Director of firm who is not a certification employee or a SMF manager (27 Jan 2023 to 22 Aug 2025)
- SMF10 Chair of the Risk Committee (3 Aug 2020 to 20 Aug 2024)
- SMF7 Group Entity Senior Manager (11 Mar 2020 to 26 Sep 2025)
- SMF18 Other Overall Responsibility (9 Dec 2019 to 6 May 2020)
- CF29 Significant management (20 Jun 2012 to 8 Dec 2019)
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Karen Elizabeth Manley
IRN KEW01036
- CF29 Significant management (1 Nov 2007 to 29 Feb 2012)
- CF17 Significant Mgt (Other Business Operations) (14 Jan 2005 to 31 Oct 2007)
- Responsible for Insurance Mediation (14 Jan 2005 to 29 Feb 2012)
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Kelly Anne Ogley
IRN KAO01029
- SMF1 Chief Executive (6 Apr 2022 to 17 Nov 2025)
- SMF24 Chief Operations (6 Apr 2022 to 11 Jul 2025)
- Responsible for Insurance Distribution (6 Apr 2022 to 17 Nov 2025)
- SMF3 Executive Director (9 Dec 2019 to 17 Nov 2025)
- CF1 Director (19 Jul 2018 to 8 Dec 2019)
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Lisa Shepherd
IRN LXS01441
- [FCA CF] Significant management (9 Dec 2019 to 1 Jul 2022)
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Luke Proctor-Wilton
IRN LXP00112
- [FCA CF] Significant management (19 Oct 2021 to 9 Mar 2022)
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Mark Boyes
IRN MXB00383
- [FCA CF] Significant management (since 9 Dec 2019)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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The Countryside Alliance Foundation
FRN 1023580 · Appointed 10 Jan 2025
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Camping And Caravanning Club Limited (The)
FRN 418319 · Appointed 3 Feb 2023
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Country Land And Business Association Limited
FRN 435710 · Appointed 27 Apr 2021
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R.R.E.C. Limited
FRN 767534 · Appointed 20 Apr 2021
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BMW Car Club (Great Britain) Limited
FRN 731078 · Appointed 6 Jan 2016
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TrustATrader.com Limited
FRN 485458 · Appointed 5 Mar 2013
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Motorsport UK Association Limited (no longer appointed)
FRN 721505 · Appointed 6 Jul 2023 · Until 11 Feb 2025
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The Institute of Chartered Accountants in England and Wales (no longer appointed)
FRN 417814 · Appointed 3 Feb 2023 · Until 8 Apr 2024
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Children’s Activities Association CIC (no longer appointed)
FRN 971795 · Appointed 11 Mar 2022 · Until 1 Nov 2024
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.