Gregory Hannah

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)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 17 Feb 2023)
    • CF30 Customer (since 31 Jan 2023)
    • [FCA CF] Client dealing (21 Dec 2022 to 17 Feb 2023)
    • [FCA CF] Functions requiring qualifications (21 Dec 2022 to 17 Feb 2023)
  • Tower 12 Financial Services Ltd

    FRN 980031

    • (5)Employed By (since 31 Jan 2023)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (18 May 2021 to 25 Jan 2022)
  • Lawton Financial Services Ltd (no longer approved here)

    FRN 497129

    • Employed By (18 May 2021 to 25 Jan 2022)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Jan 2022)

Recent activity

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

No changes recorded yet.