Adam Thomas Martin

Last updated
4 days ago
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Where they hold approval

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

  • 2 Plan Wealth Management Limited

    FRN 461598

    • CF1 Director (AR) (since 31 Mar 2026)
    • CF30 Customer (since 31 Mar 2026)
  • Clear Financial Planning Ltd

    FRN 1052574

    • Employed By (since 31 Mar 2026)
  • Independent First Limited

    FRN 302553

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (14 Mar 2013 to 8 Dec 2019)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (22 Jun 2010 to 11 Nov 2012)

Recent activity

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

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