Colin Thomson

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)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 20 Aug 2025)
    • CF30 Customer (since 15 Jul 2025)
  • Alexander House Financial Planning Limited

    FRN 791612

    • (7)Employed By (since 15 Jul 2025)
    • (47)Employed By (2 Jan 2019 to 29 Aug 2025)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 Aug 2025)
    • CF30 Customer (2 Jan 2019 to 22 Aug 2025)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (27 Jun 2013 to 7 Jan 2019)
  • Phoenix Wealth Services Limited (no longer approved here)

    FRN 465753

    • CF30 Customer (3 Sep 2010 to 17 May 2013)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF30 Customer (8 Apr 2010 to 16 Sep 2010)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (19 Nov 2007 to 26 Mar 2010)

Recent activity

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

No changes recorded yet.