Avidan Last

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)
    • Appointed representative dealing with clients for which they require qualification (since 13 Feb 2023)
    • CF1 Director (AR) (since 30 Jan 2023)
    • CF30 Customer (since 30 Jan 2023)
    • [FCA CF] Client dealing (20 Dec 2022 to 13 Feb 2023)
    • [FCA CF] Functions requiring qualifications (20 Dec 2022 to 13 Feb 2023)
  • Remulate Wealth Ltd

    FRN 990157

    • (1)Employed By (since 30 Jan 2023)
  • Fusion Financial Ltd (no longer approved here)

    FRN 942927

    • (2)Employed By (8 Feb 2021 to 20 Oct 2022)
  • The On-Line Partnership Limited (no longer approved here)

    FRN 192638

    • Appointed representative dealing with clients for which they require qualification (10 Mar 2020 to 4 Oct 2022)
    • CF30 Customer (27 Feb 2020 to 20 Oct 2022)
  • Crystal Life Limited (no longer approved here)

    FRN 142772

    • Employed By (27 Feb 2020 to 20 Oct 2022)

Recent activity

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

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