Geoffrey Winborne

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

    • 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)
    • 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 1 May 2025)
    • CF1 Director (AR) (since 1 Apr 2025)
    • CF30 Customer (since 1 Apr 2025)
    • [FCA CF] Functions requiring qualifications (19 Oct 2022 to 1 May 2025)
    • [FCA CF] Client dealing (19 Oct 2022 to 1 May 2025)
  • GCA FINANCIAL ADVICE LTD

    FRN 1026562

    • (2)Employed By (since 1 Apr 2025)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 18 Oct 2022)
    • CF30 Customer (11 Oct 2011 to 8 Dec 2019)
  • MORTGAGE INTELLIGENCE LIMITED (no longer approved here)

    FRN 305330

    • CF1 Director (AR) (20 Sep 2005 to 18 Nov 2009)

Recent activity

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

No changes recorded yet.