George Middlehurst

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

    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • CF1 Director (AR) (since 24 Apr 2023)
    • CF30 Customer (since 24 Apr 2023)
    • [FCA CF] Functions requiring qualifications (since 9 Feb 2023)
    • [FCA CF] Client dealing (since 9 Feb 2023)
  • HERITAGE FINANCIAL PLANNING LIMITED

    FRN 994866

    • (3)Employed By (since 24 Apr 2023)
  • Astute Private Wealth Limited (no longer approved here)

    FRN 531465

    • [FCA CF] Client dealing (30 Nov 2021 to 8 Feb 2023)
    • [FCA CF] Functions requiring qualifications (10 Dec 2020 to 8 Feb 2023)

Recent activity

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

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