Christina Wood

Last updated
1 week 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

    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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 Apr 2023)
    • CF30 Customer (since 29 Mar 2023)
    • [FCA CF] Functions requiring qualifications (29 Mar 2023 to 6 Apr 2023)
    • [FCA CF] Client dealing (29 Mar 2023 to 6 Apr 2023)
  • Octo Financial Planning Ltd

    FRN 972331

    • (17)Employed By (since 29 Mar 2023)
  • Routledge Financial Limited (no longer approved here)

    FRN 750933

    • [FCA CF] Client dealing (10 Oct 2022 to 19 Mar 2023)
    • [FCA CF] Functions requiring qualifications (9 Sep 2020 to 19 Mar 2023)

Recent activity

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

No changes recorded yet.