Daniel Gary Taylor

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 23 Sep 2024)
    • CF1 Director (AR) (since 2 Aug 2024)
    • CF30 Customer (since 2 Aug 2024)
    • [FCA CF] Client dealing (22 Apr 2024 to 23 Sep 2024)
    • [FCA CF] Functions requiring qualifications (22 Apr 2024 to 23 Sep 2024)
  • Beadvised Ltd

    FRN 795005

    • Employed By (since 2 Aug 2024)
    • Employed By (30 Nov 2017 to 22 Apr 2024)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 Apr 2024)
    • CF30 Customer (22 Nov 2019 to 22 Apr 2024)
    • CF1 Director (AR) (30 Nov 2017 to 22 Apr 2024)

Recent activity

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

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