Andrew Barron

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • 2 Plan Wealth Management Limited

    FRN 461598

    • 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 1 Apr 2026)
    • CF30 Customer (since 21 Mar 2026)
    • CF1 Director (AR) (since 21 Mar 2026)
  • Priority Wealth Planning Ltd

    FRN 1041751

    • (1)Employed By (since 21 Mar 2026)
  • SMG F.S LIMITED

    FRN 118158

    • 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)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (5 Oct 2017 to 8 Dec 2019)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • CF30 Customer (22 Apr 2016 to 20 Feb 2018)
  • Robinson Financial Solutions Ltd (no longer approved here)

    FRN 613129

    • Employed By (22 Apr 2016 to 20 Feb 2018)
  • ELLIS BATES WEALTH MANAGEMENT LTD (no longer approved here)

    FRN 631117

    • (184)CF30 Customer (18 Jun 2015 to 24 Apr 2016)

Recent activity

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

  1. controlled function added: (184)CF30 Customer at ELLIS BATES WEALTH MANAGEMENT LTD