Andrew Edge

Last updated
2 weeks 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

    • 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)
    • CF1 Director (AR) (since 30 Aug 2022)
    • Appointed representative dealing with clients for which they require qualification (since 15 Aug 2022)
    • CF30 Customer (since 17 Jun 2022)
    • [FCA CF] Client dealing (26 Apr 2022 to 15 Aug 2022)
    • [FCA CF] Functions requiring qualifications (26 Apr 2022 to 15 Aug 2022)
  • Yellow Brick Financial Planning Limited

    FRN 977354

    • Employed By (since 17 Jun 2022)
  • Lovewell Blake Financial Planning Limited (no longer approved here)

    FRN 190079

    • CF30 Customer (1 Nov 2007 to 30 Sep 2011)
    • Responsible for Insurance Mediation (14 Jan 2005 to 31 Aug 2011)
    • CF1 Director (1 Dec 2001 to 30 Sep 2011)
    • CF10 Compliance Oversight (1 Dec 2001 to 31 Aug 2011)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
    • CF24 Pension Transfer Specialist (1 Dec 2001 to 31 Oct 2007)

Recent activity

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

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