Grant Lee Evans

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

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 13 Jul 2021)
    • [FCA CF] Functions requiring qualifications (since 13 Jul 2021)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • CF1 Director (AR) (25 May 2011 to 30 Nov 2012)
    • CF30 Customer (3 Feb 2010 to 30 Nov 2012)
  • Honister Partners Ltd (no longer approved here)

    FRN 502699

    • Employed By (23 Jun 2009 to 15 Feb 2010)

Recent activity

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

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