Greg Probert

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
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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 10 Feb 2021)
    • CF1 Director (AR) (since 3 Feb 2021)
    • CF30 Customer (since 3 Feb 2021)
    • [FCA CF] Client dealing (13 Oct 2020 to 10 Feb 2021)
    • [FCA CF] Functions requiring qualifications (13 Oct 2020 to 10 Feb 2021)
  • Probert Financial Ltd

    FRN 940827

    • (2)Employed By (since 3 Feb 2021)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Sep 2020)
    • CF30 Customer (13 Sep 2013 to 23 Oct 2020)
  • Bespoke Financial Guidance Ltd (no longer approved here)

    FRN 502836

    • Employed By (13 Sep 2013 to 23 Oct 2020)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF30 Customer (28 Jan 2011 to 29 Jul 2013)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (11 Feb 2009 to 9 Dec 2010)

Recent activity

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

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