Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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The Finance Planning Group Limited
FRN 715721
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 21. Advising or arranging (bringing about) equity release transactions
- [FCA CF] Functions requiring qualifications (since 15 Jan 2025)
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- [FCA CF] Functions requiring qualifications (7 Oct 2024 to 6 Jan 2025)
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- [FCA CF] Functions requiring qualifications (14 Mar 2022 to 21 Aug 2024)
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- Appointed representative dealing with clients for which they require qualification (12 Apr 2021 to 8 Mar 2022)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.