Greg Bowler

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)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 11 Jul 2023)
    • CF1 Director (AR) (since 31 May 2023)
    • CF30 Customer (since 31 May 2023)
    • [FCA CF] Functions requiring qualifications (11 Jul 2023 to 21 Feb 2024)
    • [FCA CF] Client dealing (11 Jul 2023 to 21 Feb 2024)
  • MedHaven Financial Planning Ltd

    FRN 996659

    • (2)Employed By (since 31 May 2023)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Jun 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 1 Jun 2023)
    • CF30 Customer (11 May 2016 to 8 Dec 2019)

Recent activity

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

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