Gary Peter Read

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • 2 Plan Wealth Management Limited

    FRN 461598

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 19 Nov 2021)
    • CF1 Director (AR) (since 16 Nov 2021)
    • CF30 Customer (since 16 Nov 2021)
    • [FCA CF] Client dealing (6 Apr 2021 to 19 Nov 2021)
    • [FCA CF] Functions requiring qualifications (6 Apr 2021 to 19 Nov 2021)
  • Intelligent Wealth Strategies Ltd

    FRN 953558

    • (1)Employed By (since 16 Nov 2021)
  • Ascot Lloyd Limited (no longer approved here)

    FRN 578614

    • CF30 Customer (17 Mar 2014 to 29 Jun 2017)
  • Fox Payne Associates Limited (no longer approved here)

    FRN 215499

    • (14)Employed By (25 Feb 2010 to 28 Sep 2011)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF30 Customer (25 Feb 2010 to 28 Sep 2011)

Recent activity

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

No changes recorded yet.