Carole Wright

Last updated
2 weeks ago
Watch for changes

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 6 Jan 2026)
    • CF30 Customer (since 12 Dec 2025)
  • Evolution Financial Planning Ltd.

    FRN 593368

    • (1)Employed By (since 12 Dec 2025)

Recent activity

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

  1. controlled function removed: Employed By at Evolution Financial Planning Ltd.

  2. controlled function added: (1)Employed By at Evolution Financial Planning Ltd.