This firm is no longer registered as an appointed representative.
It cannot legally carry out FCA-regulated activities. If anyone is currently dealing with this firm as if it still has permission, treat that as a serious red flag and verify directly with the FCA.
This firm operates as an appointed representative of 2 Plan Wealth Management Limited. Its regulated business runs under their FCA authorisation, and they're legally responsible for what it does.
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
-
Andrew Charles Benson
IRN ACB01099
- (4)Employed By (7 Feb 2003 to 5 May 2005)
-
Gary David Shipp
IRN GDS01097
- (2)Employed By (since 8 Apr 2026)
-
Jacqueline Hardy
IRN JXH00054
- (1)Employed By (15 Jun 2006 to 1 Dec 2006)
-
Kalpana Yogeshkumar Tated
IRN KXT00387
- (1)Employed By (since 4 Dec 2025)
-
Karen Julie Warne
IRN KJW01122
- (3)Employed By (5 Feb 2009 to 8 Jan 2010)
-
Leeann Taylor
IRN LXT14881
- (5)Employed By (15 May 2019 to 1 Apr 2021)
-
Nathan Stuart McGregor Morrisen
IRN NXM00016
- (4)Employed By (since 14 Aug 2024)
- (6)Employed By (14 Nov 2022 to 28 May 2024)
-
Ramon Javier Puig
IRN RJP00040
- (5)Employed By (since 14 Aug 2024)
- (7)Employed By (1 Dec 2001 to 28 May 2024)
-
Samantha Tesch
IRN SCK01035
- (2)Employed By (17 Oct 2011 to 28 May 2024)
-
Yogeshkumar Khimraj Tated
IRN YXT87825
- (3)Employed By (since 4 Dec 2025)
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.