Alan Roy Pearson

• 2 Plan Wealth Management Limited

  FRN 461598

  • CF1 Director (AR) (since 6 Sep 2022)
• Octo Financial Planning Ltd

  FRN 972331

  • (1)Employed By (since 6 Sep 2022)
• Octo Wealth Management Ltd (no longer approved here)

  FRN 1005889

  • (1)Employed By (5 Feb 2024 to 18 Dec 2025)
• Octo Mortgages Limited (no longer approved here)

  FRN 1001323

  • (1)Employed By (27 Sep 2023 to 18 Dec 2025)
• Charles Derby Wellness Limited (no longer approved here)

  FRN 720220

  • Employed By (13 Nov 2015 to 9 Dec 2016)
• QUILTER WEALTH LIMITED (no longer approved here)

  FRN 217742

  • CF1 Director (AR) (28 Aug 2014 to 11 Mar 2021)
  • CF4 Partner (AR) (2 Apr 2012 to 13 Dec 2013)
• QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

  FRN 440703

  • CF1 Director (AR) (28 Aug 2014 to 11 Mar 2021)
  • CF30 Customer (1 Nov 2007 to 2 Jun 2011)
  • CF21 Investment Adviser (7 Aug 2007 to 31 Oct 2007)
  • CF4 Partner (AR) (31 May 2006 to 1 Apr 2012)
  • CF22 Investment Adviser (Trainee) (31 May 2006 to 7 Aug 2007)
• Quilter Mortgage Planning Limited (no longer approved here)

  FRN 440718

  • CF1 Director (AR) (28 Aug 2014 to 11 Mar 2021)
  • CF4 Partner (AR) (31 May 2006 to 13 Dec 2013)
• Quilter Financial Advisers Ltd (no longer approved here)

  FRN 452529

  • (151)Employed By (28 Aug 2014 to 11 Mar 2021)
• Charles Derby Wealth Management Limited (no longer approved here)

  FRN 535816

  • Employed By (28 Aug 2014 to 11 Mar 2021)

No changes recorded yet.