Clare Halfyard

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 19 May 2023)
    • [FCA CF] Client dealing (24 Apr 2023 to 19 May 2023)
    • [FCA CF] Functions requiring qualifications (24 Apr 2023 to 19 May 2023)
  • The Tavistock Partnership Limited (no longer approved here)

    FRN 519014

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Apr 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 27 Apr 2023)

Recent activity

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

No changes recorded yet.