Emma Lloyd Storey

Last updated
2 weeks ago
Watch for changes

Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Emma Storey Independent Financial Planning Ltd

    FRN 695077

    • (2)Employed By (since 7 Mar 2024)
    • (2)Employed By (13 May 2015 to 7 Mar 2024)
  • 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)
    • Appointed representative dealing with clients for which they require qualification (since 26 Feb 2024)
    • CF30 Customer (since 24 Jan 2024)
    • CF1 Director (AR) (since 24 Jan 2024)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Mar 2024)
    • CF30 Customer (20 May 2015 to 7 Mar 2024)
    • CF1 Director (AR) (20 May 2015 to 7 Mar 2024)
  • Streets Financial Consulting Limited (no longer approved here)

    FRN 116445

    • CF30 Customer (17 Jan 2013 to 20 Apr 2015)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 11 Nov 2012)
    • CF22 Investment Adviser (Trainee) (24 Apr 2006 to 31 Oct 2007)
    • CF21 Investment Adviser (1 Dec 2001 to 25 Aug 2005)

Recent activity

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

  1. controlled function removed: Employed By at Emma Storey Independent Financial Planning Ltd

  2. controlled function added: (2)Employed By at Emma Storey Independent Financial Planning Ltd