Hugo Balfour-Melville

Last updated
2 weeks ago
Watch for changes

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
    • Appointed representative dealing with clients for which they require qualification (since 7 Sep 2020)
    • CF1 Director (AR) (since 1 Sep 2020)
    • CF30 Customer (since 1 Sep 2020)
    • [FCA CF] Client dealing (7 Sep 2020 to 7 Jul 2023)
    • CF30 Customer (10 Aug 2012 to 8 Dec 2019)
  • Amia Wealth Management Ltd

    FRN 927222

    • (1)Employed By (since 1 Sep 2020)
  • Honister Partners Ltd (no longer approved here)

    FRN 502699

    • Employed By (23 Jun 2009 to 2 Jul 2012)
  • Abercrombie Pension & Investment Planning Ltd (no longer approved here)

    FRN 153059

    • Employed By (21 May 2004 to 27 Apr 2007)
  • Abercrombie Financial Consultancy (no longer approved here)

    FRN 225404

    • (6)Employed By (23 Oct 2003 to 12 Feb 2004)

Recent activity

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

  1. controlled function removed: Employed By at Amia Wealth Management Ltd

  2. controlled function added: (1)Employed By at Amia Wealth Management Ltd