Amanda Alexander

Last updated
1 week 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

    • 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)
    • CF30 Customer (since 10 Oct 2024)
    • [FCA CF] Client dealing (since 29 Aug 2024)
    • [FCA CF] Functions requiring qualifications (since 29 Aug 2024)
  • One Financial Solutions Ltd

    FRN 607130

    • (11)Employed By (since 10 Oct 2024)
  • 7IM Investment and Retirement Solutions Limited (no longer approved here)

    FRN 787394

    • [FCA CF] Functions requiring qualifications (2 May 2024 to 7 Aug 2024)
  • Seven Investment Management LLP (no longer approved here)

    FRN 589124

    • [FCA CF] Functions requiring qualifications (12 May 2022 to 7 Aug 2024)
  • Union Bancaire Privée (UK) Limited (no longer approved here)

    FRN 119250

    • [FCA CF] Client dealing (31 Jan 2019 to 28 Mar 2022)
    • [FCA CF] Functions requiring qualifications (7 Mar 2016 to 28 Feb 2022)
    • CF30 Customer (1 May 2014 to 6 Mar 2016)

Recent activity

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

No changes recorded yet.