Claire Chown

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)
    • Appointed representative dealing with clients for which they require qualification (since 19 May 2023)
    • CF30 Customer (since 27 Mar 2023)
    • [FCA CF] Functions requiring qualifications (24 Apr 2023 to 19 May 2023)
    • [FCA CF] Client dealing (24 Apr 2023 to 19 May 2023)
  • Ross Bryant Financial Limited

    FRN 732336

    • (2)Employed By (since 6 Aug 2020)
  • The Tavistock Partnership Limited (no longer approved here)

    FRN 519014

    • [FCA CF] Client dealing (6 Aug 2020 to 27 Apr 2023)
    • CF30 Customer (6 Aug 2020 to 27 Apr 2023)
    • Appointed representative dealing with clients for which they require qualification (6 Aug 2020 to 27 Apr 2023)
  • Ivor Jones & Co. Ltd. (no longer approved here)

    FRN 114997

    • CF30 Customer (8 Jan 2019 to 8 Dec 2019)
  • Clarity Wealth Management LLP (no longer approved here)

    FRN 575252

    • CF30 Customer (15 May 2017 to 31 Jan 2019)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (28 Apr 2015 to 12 May 2017)
  • Darren Stonehouse (no longer approved here)

    FRN 533792

    • Employed By (21 Apr 2015 to 12 May 2017)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 28 May 2010)
    • CF21 Investment Adviser (22 Jul 2003 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (8 Oct 2002 to 22 Jul 2003)

Recent activity

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

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