Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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The Finance Planning Group Limited
FRN 715721
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- [FCA CF] Functions requiring qualifications (since 24 Nov 2025)
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- Appointed representative dealing with clients for which they require qualification (28 Jul 2025 to 28 Aug 2025)
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- [FCA CF] Functions requiring qualifications (20 Jun 2024 to 27 Jun 2025)
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- Appointed representative dealing with clients for which they require qualification (14 Jan 2023 to 15 Jul 2024)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.