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
- 21. Advising or arranging (bringing about) equity release transactions
- Appointed representative dealing with clients for which they require qualification (since 11 May 2022)
- [FCA CF] Client dealing (29 Sep 2021 to 11 May 2022)
- [FCA CF] Functions requiring qualifications (29 Sep 2021 to 11 May 2022)
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- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Sep 2021)
Recent activity
Updates to this individual's record on the FCA register.
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