Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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2 Plan Wealth Management Limited
FRN 461598
- Responsibility for MCD Intermediation (since 24 Jun 2024)
- SMF3 Executive Director (since 24 Jun 2024)
- SMF1 Chief Executive (since 24 Jun 2024)
- Responsible for Insurance Distribution (since 24 Jun 2024)
- SMF24 Chief Operations (20 Oct 2025 to 21 Apr 2026)
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- SMF18 Other Overall Responsibility (17 Aug 2021 to 13 Apr 2022)
- [FCA CF] Significant management (9 Dec 2019 to 31 Mar 2024)
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- CF1 Director (AR) (2 Apr 2012 to 2 Aug 2016)
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- CF1 Director (AR) (1 Jul 2011 to 2 Aug 2016)
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- Employed By (1 Jul 2011 to 2 Aug 2016)
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- CF1 Director (23 May 2011 to 1 Nov 2015)
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- CF30 Customer (6 Jun 2008 to 14 Feb 2010)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.