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
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 23 Sep 2024)
- [FCA CF] Client dealing (22 Apr 2024 to 23 Sep 2024)
- [FCA CF] Functions requiring qualifications (22 Apr 2024 to 23 Sep 2024)
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- Appointed representative dealing with clients for which they require qualification (7 Nov 2022 to 22 Apr 2024)
Recent activity
Updates to this individual's record on the FCA register.
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