Bruce Kennedy

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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] Client dealing (since 10 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 10 Dec 2019)
    • CF1 Director (AR) (since 2 Jul 2019)
    • CF30 Customer (since 24 Oct 2008)
  • BGK Financial Planning Limited

    FRN 843742

    • Employed By (since 2 Jul 2019)
  • The Whitechurch Network Limited (no longer approved here)

    FRN 190859

    • CF30 Customer (1 Nov 2007 to 18 Dec 2008)
    • CF21 Investment Adviser (1 Sep 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (6 Sep 2005 to 1 Sep 2006)
    • CF1 Director (AR) (6 Sep 2005 to 17 Mar 2006)
  • Total Financial Management (no longer approved here)

    FRN 438391

    • Employed By (6 Sep 2005 to 18 Dec 2008)

Recent activity

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

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