David John Cresswell

Last updated
1 day 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)
    • Appointed representative dealing with clients for which they require qualification (since 12 Dec 2025)
    • CF30 Customer (since 9 Dec 2025)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Jul 2023)
    • CF1 Director (AR) (31 Oct 2018 to 17 Jul 2023)
    • CF4 Partner (AR) (22 Feb 2017 to 30 Nov 2018)
    • CF30 Customer (18 Mar 2009 to 31 Mar 2010)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF4 Partner (AR) (22 Feb 2017 to 30 Nov 2018)
  • David James Wealth Limited (no longer approved here)

    FRN 771834

    • Employed By (22 Feb 2017 to 17 Jul 2023)
  • Ablestoke Ltd (no longer approved here)

    FRN 493976

    • Employed By (18 Mar 2009 to 31 Mar 2010)

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

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