Giles Richard Douglas Cooper

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 2025)
    • CF30 Customer (since 15 Jul 2025)
  • Alexander House Financial Planning Limited

    FRN 791612

    • (8)Employed By (since 15 Jul 2025)
    • (54)Employed By (16 Jan 2023 to 28 Aug 2025)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • Appointed representative dealing with clients for which they require qualification (1 Feb 2023 to 22 Aug 2025)
    • CF30 Customer (16 Jan 2023 to 22 Aug 2025)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jun 2022)
    • CF1 Director (AR) (4 Nov 2015 to 30 Jun 2022)
    • CF30 Customer (4 Nov 2015 to 30 Jun 2022)
  • Chalkcroft Wealth Management Ltd (no longer approved here)

    FRN 723401

    • Employed By (4 Nov 2015 to 30 Jun 2022)

Recent activity

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

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