Gregory Robert Turnbull

Last updated
2 days 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)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • CF1 Director (AR) (since 25 Jun 2020)
    • CF30 Customer (since 25 Jun 2020)
    • Appointed representative dealing with clients for which they require qualification (since 10 Feb 2020)
    • [FCA CF] Client dealing (since 10 Feb 2020)
  • Langford Turnbull Limited

    FRN 928002

    • (2)Employed By (since 25 Jun 2020)
  • Prosperis Limited (no longer approved here)

    FRN 223586

    • CF30 Customer (15 Feb 2016 to 8 Dec 2019)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (29 Nov 2011 to 8 Nov 2015)
  • Craven Slater & Associates Ltd (no longer approved here)

    FRN 230194

    • Employed By (29 Nov 2011 to 8 Nov 2015)

Recent activity

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

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