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
- CF1 Director (AR) (since 1 Apr 2026)
- CF30 Customer (since 1 Apr 2026)
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Holmfield Wealth Management(UK) Limited
FRN 1052575
- Employed By (since 1 Apr 2026)
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- Appointed representative dealing with clients for which they require qualification (9 Jul 2021 to 31 Mar 2022)
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- Appointed representative dealing with clients for which they require qualification (12 Feb 2021 to 7 Jun 2021)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.