Ashley Sean Reid

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

    • 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
    • Appointed representative dealing with clients for which they require qualification (since 31 Jul 2020)
    • CF1 Director (AR) (27 Aug 2020 to 27 Mar 2023)
    • CF30 Customer (27 Aug 2020 to 28 Jul 2023)
    • [FCA CF] Client dealing (31 Jul 2020 to 3 Jul 2023)
  • Aldton Park Financial Services Limited (no longer approved here)

    FRN 841774

    • (1)Employed By (23 Mar 2023 to 28 Jul 2023)
  • My Financial Services Ltd (no longer approved here)

    FRN 214515

    • (5)Employed By (23 Feb 2004 to 29 Dec 2006)
  • Twenty First Financial (no longer approved here)

    FRN 194482

    • (3)Employed By (7 Feb 2000 to 20 Jan 2003)

Recent activity

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

No changes recorded yet.