Andrew John Marsh

Last updated
2 days 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)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 10 Dec 2019)
    • [FCA CF] Client dealing (since 10 Dec 2019)
    • CF30 Customer (15 Apr 2015 to 8 Dec 2019)
  • Co-operative Independent Financial Solutions Ltd (no longer approved here)

    FRN 581589

    • Employed By (2 Jan 2013 to 28 Apr 2015)
  • Sense Network Limited (no longer approved here)

    FRN 465124

    • CF30 Customer (29 Oct 2012 to 28 Apr 2015)
  • Co-Operative Wealth Management Ltd (no longer approved here)

    FRN 589095

    • Employed By (18 Oct 2012 to 8 Dec 2019)
  • Nationwide Building Society (no longer approved here)

    FRN 106078

    • CF30 Customer (20 Jan 2011 to 26 Oct 2012)
  • ABERDEEN PLATFORM LIMITED (no longer approved here)

    FRN 188796

    • CF21 Investment Adviser (1 Dec 2001 to 31 Jul 2002)

Recent activity

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

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