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
- SMF24 Chief Operations (since 20 Apr 2026)
- [FCA CF] Significant management (since 2 Mar 2026)
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- Director of firm who is not a certification employee or a SMF manager (28 Feb 2023 to 23 Apr 2024)
- [FCA CF] Material risk taker (28 Feb 2023 to 23 Apr 2024)
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- [PRA CF] Significant risk taker or Material risk taker (1 Oct 2016 to 1 Feb 2023)
- CF29 Significant management (25 Feb 2013 to 6 Mar 2016)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.