Adam Christian Drake

Last updated
2 weeks ago
Watch for changes

Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • 2 Plan Wealth Management Limited

    FRN 461598

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • Appointed representative dealing with clients for which they require qualification (since 5 Dec 2023)
    • CF30 Customer (since 11 Nov 2023)
    • CF1 Director (AR) (since 11 Nov 2023)
  • Drake Wealth Management Ltd

    FRN 586898

    • (1)Employed By (since 16 Oct 2023)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Dec 2023)
    • CF1 Director (AR) (16 Apr 2018 to 18 Dec 2023)
    • CF30 Customer (6 Sep 2012 to 18 Dec 2023)
  • Honister Partners Ltd (no longer approved here)

    FRN 502699

    • Employed By (23 Jun 2009 to 2 Jul 2012)

Recent activity

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

  1. controlled function removed: Employed By at Drake Wealth Management Ltd

  2. controlled function added: (1)Employed By at Drake Wealth Management Ltd