Adrian Vincent Kidd

Last updated
2 weeks 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

    • 21. Advising or arranging (bringing about) equity release transactions
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 17 Aug 2021)
    • CF1 Director (AR) (since 16 Jul 2021)
    • CF30 Customer (since 16 Jul 2021)
    • [FCA CF] Functions requiring qualifications (2 Mar 2021 to 17 Aug 2021)
    • [FCA CF] Client dealing (2 Mar 2021 to 17 Aug 2021)
  • EQ Financial Planning Limited

    FRN 952281

    • (1)Employed By (since 16 Jul 2021)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • CF30 Customer (29 Nov 2012 to 4 Apr 2018)
  • Radcliffe and Newlands Ltd (no longer approved here)

    FRN 457283

    • Employed By (29 Nov 2012 to 4 Apr 2018)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (1 Nov 2007 to 6 Mar 2008)
    • CF21 Investment Adviser (3 Jun 2003 to 31 Oct 2007)
  • John Stephen Associates Independent Financial Advisers Ltd (no longer approved here)

    FRN 206998

    • (18)Employed By (18 Feb 2002 to 19 Jun 2003)

Recent activity

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

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