Andrew James Palmer

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

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 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
    • Appointed representative dealing with clients for which they require qualification (since 5 Dec 2023)
    • CF1 Director (AR) (since 9 Nov 2023)
    • CF30 Customer (since 9 Nov 2023)
  • Meridian FS Limited

    FRN 664078

    • (1)Employed By (since 29 Nov 2023)
    • (2)Employed By (9 Jan 2015 to 31 Jul 2015)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Dec 2023)
    • CF1 Director (AR) (16 May 2016 to 19 Dec 2023)
    • CF30 Customer (14 Aug 2015 to 19 Dec 2023)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (16 Apr 2014 to 31 Dec 2014)
  • Stirling House Financial Services Limited (no longer approved here)

    FRN 413234

    • CF30 Customer (1 Jun 2009 to 23 Jun 2010)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF22 Investment Adviser (Trainee) (21 Sep 2005 to 3 Nov 2005)

Recent activity

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

  1. controlled function removed: Employed By at Meridian FS Limited

  2. controlled function added: (2)Employed By at Meridian FS Limited

  3. controlled function added: (1)Employed By at Meridian FS Limited