Daniel Charles Francis

Last updated
2 weeks ago
Watch for changes

Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • One Financial Solutions Ltd

    FRN 607130

    • (8)Employed By (since 28 Aug 2025)
  • 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
    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 2 Sep 2022)
    • CF30 Customer (since 24 May 2022)
    • [FCA CF] Client dealing (17 Aug 2021 to 2 Sep 2022)
    • [FCA CF] Functions requiring qualifications (17 Aug 2021 to 2 Sep 2022)
  • Stuart Gilbert (no longer approved here)

    FRN 494476

    • (4)Employed By (24 May 2022 to 28 Aug 2025)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (17 Sep 2020 to 9 Jun 2021)

Recent activity

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

  1. controlled function removed: Employed By at Stuart Gilbert

  2. controlled function added: (4)Employed By at Stuart Gilbert