Gerald Pearson Towler

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

    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 20 Aug 2020)
    • CF30 Customer (since 13 Aug 2020)
    • CF1 Director (AR) (2 Sep 2020 to 11 Nov 2025)
    • [FCA CF] Client dealing (20 Aug 2020 to 3 Jul 2023)
  • Aldton Park Financial Services Limited (no longer approved here)

    FRN 841774

    • (2)Employed By (13 Aug 2020 to 10 Apr 2026)
  • My Financial Services Ltd (no longer approved here)

    FRN 214515

    • (6)Employed By (1 Dec 2001 to 29 Dec 2006)

Recent activity

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

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