George Gordon Bourne-Rogers

Last updated
2 weeks ago
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Where they hold approval

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

  • 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
    • 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)
    • [FCA CF] Client dealing (since 30 Dec 2024)
    • [FCA CF] Functions requiring qualifications (since 30 Dec 2024)
  • Finance Advice Group Ltd (no longer approved here)

    FRN 624517

    • [FCA CF] Manager of certification employee (5 Feb 2024 to 31 Dec 2024)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Dec 2024)

Recent activity

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

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