Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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2 Plan Wealth Management Limited
FRN 461598
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 21. Advising or arranging (bringing about) equity release transactions
- Appointed representative dealing with clients for which they require qualification (since 28 Jan 2026)
- CF1 Director (AR) (since 28 Jan 2026)
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Fairfield Money Limited
FRN 1050583
- (2)Employed By (since 28 Jan 2026)
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Grace Financial Limited
FRN 954587
- (2)Employed By (since 17 Sep 2021)
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- CF1 Director (AR) (17 Sep 2021 to 19 Mar 2026)
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- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Aug 2021)
- CF1 Director (AR) (10 Sep 2014 to 23 Aug 2021)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.