Benjamin Luke Watkinson

Last updated
1 week ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • TITAN WEALTH PLANNING LTD

    FRN 574458

    • 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
    • [FCA CF] Functions requiring qualifications (since 1 Nov 2025)
    • [FCA CF] Client dealing (since 1 Nov 2025)
  • Prism Financial Advice Limited (no longer approved here)

    FRN 426165

    • [FCA CF] Client dealing (30 Nov 2021 to 4 Nov 2025)
    • [FCA CF] Functions requiring qualifications (30 Nov 2021 to 4 Nov 2025)
  • Joslin Rhodes Lifestyle Financial Planning Limited (no longer approved here)

    FRN 484324

    • [FCA CF] Manager of certification employee (9 Dec 2019 to 29 Oct 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 29 Oct 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 29 Oct 2021)
    • CF30 Customer (18 Nov 2017 to 8 Dec 2019)
  • PLANHAPPY INVESTMENT MANAGEMENT LTD (no longer approved here)

    FRN 833492

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 29 Oct 2021)
    • [FCA CF] Manager of certification employee (9 Dec 2019 to 29 Oct 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 29 Oct 2021)
    • CF30 Customer (14 Aug 2019 to 8 Dec 2019)

Recent activity

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

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