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
- Appointed representative dealing with clients for which they require qualification (since 27 Oct 2025)
- CF30 Customer (since 10 Oct 2025)
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Billy Thomas
FRN 1041866
- Employed By (since 10 Oct 2025)
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- Appointed representative dealing with clients for which they require qualification (13 Jul 2023 to 6 Aug 2025)
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- [FCA CF] Functions requiring qualifications (17 Sep 2021 to 30 Jun 2023)
- Appointed representative dealing with clients for which they require qualification (17 Sep 2021 to 30 Jun 2023)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.