David Gibbons

Last updated
2 days 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

    • 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
    • 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
    • Appointed representative dealing with clients for which they require qualification (since 16 Mar 2026)
    • CF30 Customer (since 20 Feb 2026)
  • Alexander House Financial Planning Limited

    FRN 791612

    • (2)Employed By (since 20 Feb 2026)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (2 Aug 2024 to 22 Jan 2026)
    • Appointed representative dealing with clients for which they require qualification (19 Feb 2024 to 22 Jan 2026)
  • David Gibbons (no longer approved here)

    FRN 1016432

    • Employed By (2 Aug 2024 to 22 Jan 2026)

Recent activity

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

No changes recorded yet.