Fine Plan Ltd

FRN: 478242
Companies House: SC332571
Last scraped: 20 hours ago

This firm operates as an appointed representative of St. James's Place Wealth Management Plc. Its regulated business runs under their FCA authorisation, and they're legally responsible for what it does.

Addresses

The contact details this firm has registered with the FCA.

Principal Place of Business

3 Queens Gate

Aberdeen

Aberdeenshire

AB15 5YL

UNITED KINGDOM

Phone

+4407966296141

Web

https://partnership.sjp.co.uk/partner/margarethoulihan

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

Boaz Ephraim Burgess Shoshan
IRN BES01046
- (1)Employed By (16 Sep 2016 to 19 May 2017)
Margaret Swanston Houlihan
IRN MXH01537
- (1)Employed By (since 6 Jan 2020)
- (3)Employed By (21 Feb 2008 to 16 Dec 2019)
Sharon Elizabeth Margaret Marshall
IRN SEM01076
- (2)Employed By (5 Mar 2008 to 31 Oct 2012)

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.

What it all means

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.