George Papoulias

Last updated
1 week 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
    • 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] Functions requiring qualifications (since 7 Feb 2024)
    • [FCA CF] Client dealing (since 7 Feb 2024)
  • Vesta Mortgages Ltd

    FRN 924557

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 29 Oct 2020)
    • SMF16 Compliance Oversight (since 7 Jul 2020)
    • SMF3 Executive Director (since 7 Jul 2020)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF1 Director (AR) (9 Aug 2023 to 11 Jan 2024)
    • CF30 Customer (9 Aug 2023 to 11 Jan 2024)
    • Appointed representative dealing with clients for which they require qualification (9 May 2023 to 11 Jan 2024)
  • Hestia Financial Planning Ltd (no longer approved here)

    FRN 999836

    • (2)Employed By (9 Aug 2023 to 11 Jan 2024)
  • Grosvenor Consultancy Limited (no longer approved here)

    FRN 187799

    • [FCA CF] Functions requiring qualifications (15 Sep 2022 to 16 Jan 2023)

Recent activity

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

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