Ian Ambler

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

    • 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
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 10 Dec 2019)
    • CF1 Director (AR) (since 6 Feb 2013)
    • CF30 Customer (since 6 Feb 2013)
    • [FCA CF] Client dealing (10 Dec 2019 to 6 Jul 2023)
  • Bridges & Co (Lancaster) Limited (no longer approved here)

    FRN 170768

    • Employed By (1 Oct 1998 to 11 Oct 2011)

Recent activity

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

No changes recorded yet.