Glen Andrew Belcher

• 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 15 Aug 2022)
  • CF30 Customer (since 15 Aug 2022)
  • [FCA CF] Functions requiring qualifications (1 Aug 2022 to 15 Aug 2022)
  • [FCA CF] Client dealing (1 Aug 2022 to 15 Aug 2022)
• Doyle & Palmer Wealth Management Limited

  FRN 836767

  • (15)Employed By (since 15 Aug 2022)
• Tom French & Associates Limited (no longer approved here)

  FRN 185513

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jul 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 31 Jul 2022)
  • CF30 Customer (1 Apr 2016 to 8 Dec 2019)
• Cranborne Wealth Management Limited (no longer approved here)

  FRN 474952

  • Employed By (8 May 2013 to 8 Dec 2019)
• Blue Squared Financial Services Ltd (no longer approved here)

  FRN 545845

  • Employed By (26 Apr 2011 to 8 Dec 2019)
• The On-Line Partnership Limited (no longer approved here)

  FRN 192638

  • CF1 Director (AR) (3 Nov 2009 to 30 Apr 2014)
  • CF30 Customer (3 Nov 2009 to 30 Apr 2014)
• Avalon Financial Associates Ltd (no longer approved here)

  FRN 510500

  • Employed By (3 Nov 2009 to 30 Apr 2014)
• THE CHOICE IFA NETWORK LTD (no longer approved here)

  FRN 440484

  • CF30 Customer (1 Nov 2007 to 9 Apr 2008)
  • CF21 Investment Adviser (9 May 2007 to 31 Oct 2007)
• Lloyds Bank PLC (no longer approved here)

  FRN 119278

  • CF22 Investment Adviser (Trainee) (21 Feb 2005 to 1 Aug 2005)
• Elevate Portfolio Services Limited (no longer approved here)

  FRN 144849

  • CF22 Investment Adviser (Trainee) (12 Dec 2003 to 17 Dec 2004)

No changes recorded yet.