Charlotte Cisarello

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

    • 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)
    • 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 3 Sep 2025)
    • CF30 Customer (since 2 Sep 2025)
  • Storeton Rose Financial Planning Ltd

    FRN 953026

    • (1)Employed By (since 2 Sep 2025)
  • Stonebridge Mortgage Solutions Ltd (no longer approved here)

    FRN 454811

    • Appointed representative dealing with clients for which they require qualification (28 Jun 2022 to 2 Jun 2023)
  • HL Partnership Limited (no longer approved here)

    FRN 303397

    • Appointed representative dealing with clients for which they require qualification (11 Nov 2021 to 2 Feb 2022)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 May 2021)

Recent activity

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

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