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
- 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 21 Jul 2025)
- CF30 Customer (since 25 Jun 2025)
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One Financial Solutions Ltd
FRN 607130
- (10)Employed By (since 25 Jun 2025)
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- CF30 Customer (1 Nov 2013 to 27 Jun 2014)
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- CF30 Customer (6 Apr 2010 to 20 Jun 2013)
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- CF30 Customer (1 Nov 2007 to 5 Mar 2010)
- CF21 Investment Adviser (17 Sep 2007 to 31 Oct 2007)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.