David Edward Clark

Last updated
2 weeks ago
Watch for changes

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)
    • Appointed representative dealing with clients for which they require qualification (since 22 Jul 2025)
    • CF30 Customer (since 5 Aug 2024)
    • [FCA CF] Client dealing (15 Jul 2024 to 22 Jul 2025)
    • [FCA CF] Functions requiring qualifications (15 Jul 2024 to 22 Jul 2025)
  • Octo Financial Planning Ltd

    FRN 972331

    • (6)Employed By (since 3 Jul 2025)
  • Octo Wealth Management Ltd (no longer approved here)

    FRN 1005889

    • (2)Employed By (5 Aug 2024 to 3 Jul 2025)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • Appointed representative dealing with clients for which they require qualification (30 Aug 2023 to 10 Jul 2024)
    • CF30 Customer (21 Aug 2023 to 10 Jul 2024)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Sep 2023)
    • CF30 Customer (11 Aug 2015 to 1 Sep 2023)
  • Chrysalis Wealth Management Ltd (no longer approved here)

    FRN 708796

    • (11)Employed By (11 Aug 2015 to 10 Jul 2024)
  • I2I Financial Planning Group Ltd (no longer approved here)

    FRN 211688

    • (15)Employed By (9 Jan 2012 to 30 Jul 2015)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF30 Customer (1 Nov 2007 to 29 Oct 2011)
    • CF21 Investment Adviser (19 Jan 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (27 Nov 2003 to 19 Jan 2004)
  • Royal London Unit Trust Managers Limited (no longer approved here)

    FRN 144037

    • CF21 Investment Adviser (11 Nov 2002 to 7 Nov 2003)
  • Royal London Mutual Insurance Society, Limited (THE) (no longer approved here)

    FRN 117672

    • CF21 Investment Adviser (1 Dec 2001 to 7 Nov 2003)
Show more

Recent activity

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

  1. controlled function removed: Employed By at Chrysalis Wealth Management Ltd

  2. controlled function added: (11)Employed By at Chrysalis Wealth Management Ltd

  3. controlled function added: (15)Employed By at I2I Financial Planning Group Ltd