Ellen Wells

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 4 Feb 2025)
    • [FCA CF] Client dealing (since 4 Feb 2025)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (27 May 2022 to 3 Mar 2025)
    • CF30 Customer (1 Apr 2022 to 3 Mar 2025)
  • Blueprint Financial Solutions Ltd (no longer approved here)

    FRN 409853

    • Employed By (1 Apr 2022 to 3 Mar 2025)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Apr 2021)

Recent activity

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

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