Dena Maria Al-Dossary

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
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Client dealing (since 3 Jul 2024)
    • [FCA CF] Functions requiring qualifications (since 3 Jul 2024)
  • Brunswick Investment Management Limited (no longer approved here)

    FRN 618199

    • [FCA CF] Material risk taker (9 Dec 2019 to 28 Mar 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 28 Mar 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 Mar 2024)
    • CF30 Customer (23 Aug 2019 to 8 Dec 2019)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (31 Mar 2016 to 16 Aug 2019)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (592)Employed By (31 Mar 2016 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.