Claire Marie Mullen

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 Aug 2025)
    • CF30 Customer (since 1 May 2024)
    • [FCA CF] Client dealing (23 Apr 2024 to 19 Aug 2025)
    • [FCA CF] Functions requiring qualifications (23 Apr 2024 to 19 Aug 2025)
  • Storeton Rose Financial Planning Ltd

    FRN 953026

    • (2)Employed By (since 1 May 2024)
  • Corbel Partners Limited (no longer approved here)

    FRN 429142

    • [FCA CF] Client dealing (24 Jan 2023 to 13 Mar 2024)
    • [FCA CF] Functions requiring qualifications (24 Jan 2023 to 13 Mar 2024)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF22 Investment Adviser (Trainee) (17 Jan 2005 to 10 Nov 2005)

Recent activity

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

No changes recorded yet.