Andrew Allan

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.

  • TITAN WEALTH PLANNING LTD

    FRN 574458

    • 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
    • [FCA CF] Functions requiring qualifications (since 9 Aug 2023)
    • [FCA CF] Client dealing (since 9 Aug 2023)
  • LEBC Group Limited

    FRN 760755

    • 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
    • [FCA CF] Functions requiring qualifications (since 10 Nov 2022)
    • [FCA CF] Client dealing (since 10 Nov 2022)
  • WPS ADVISORY Ltd (no longer approved here)

    FRN 624546

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Oct 2022)
    • CF30 Customer (24 Apr 2018 to 8 Dec 2019)
  • Lycetts Financial Services Limited (no longer approved here)

    FRN 121418

    • CF30 Customer (25 Feb 2015 to 9 Jan 2018)

Recent activity

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

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