Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 5 Jun 2008)
    • CF30 Customer (since 1 Nov 2007)
    • CF21 Investment Adviser (1 Jun 2005 to 31 Oct 2007)
    • (6)Employed By (since 23 Mar 2007)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • CF4 Partner (AR) (12 Mar 2013 to 7 Jan 2015)
  • Lander MacLean (no longer approved here)

    FRN 215079

    • (1)Employed By (1 Dec 2001 to 20 Mar 2007)

Recent activity

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

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