Alan McJannett

Last updated
2 days ago
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Where they hold approval

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

  • Quilter Financial Limited

    FRN 497604

    • 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 25 Oct 2022)
    • CF30 Customer (since 20 Oct 2022)
  • AFL Financial Planning Services Limited

    FRN 516642

    • (5)Employed By (since 20 Oct 2022)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • Appointed representative dealing with clients for which they require qualification (17 May 2022 to 21 Jul 2022)
    • CF30 Customer (5 May 2022 to 22 Jul 2022)
  • Stan Sherlock Associates Limited (no longer approved here)

    FRN 216385

    • (11)Employed By (5 May 2022 to 22 Jul 2022)
  • TRULY INDEPENDENT LTD (no longer approved here)

    FRN 513655

    • [FCA CF] Client dealing (9 Dec 2019 to 8 Apr 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 8 Apr 2022)
    • CF30 Customer (26 Nov 2016 to 8 Dec 2019)
  • Cumberland Financial Planning Ltd (no longer approved here)

    FRN 589832

    • Employed By (22 Nov 2012 to 3 Oct 2016)
  • Cumberland Building Society (no longer approved here)

    FRN 106074

    • CF30 Customer (27 Feb 2008 to 23 Nov 2012)
  • AFL Financial Planning (no longer approved here)

    FRN 206507

    • (9)Employed By (5 May 2006 to 30 Nov 2007)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF21 Investment Adviser (1 Dec 2001 to 6 Jan 2006)

Recent activity

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

  1. controlled function removed: Employed By at AFL Financial Planning Services Limited

  2. controlled function added: (5)Employed By at AFL Financial Planning Services Limited