David Medland

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
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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 9 Nov 2022)
    • CF30 Customer (since 1 Nov 2022)
    • [FCA CF] Client dealing (9 May 2022 to 9 Nov 2022)
    • [FCA CF] Functions requiring qualifications (9 May 2022 to 9 Nov 2022)
  • Octo Financial Planning Ltd

    FRN 972331

    • (26)Employed By (since 1 Nov 2022)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 May 2022)
    • CF30 Customer (24 Oct 2012 to 6 May 2022)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (510)Employed By (24 Oct 2012 to 6 May 2022)
  • Phoenix Wealth Services Limited (no longer approved here)

    FRN 465753

    • CF30 Customer (21 Sep 2011 to 31 Aug 2012)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF30 Customer (24 Nov 2010 to 28 Oct 2011)

Recent activity

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

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