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
- [FCA CF] Client dealing (since 9 Jun 2023)
- [FCA CF] Functions requiring qualifications (since 9 Jun 2023)
- CF30 Customer (13 Sep 2023 to 20 Mar 2024)
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- (2)Employed By (13 Sep 2023 to 20 Mar 2024)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.