Ian Francis Thomson

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.

  • Ian Thomson

    FRN 945212

    • (1)Employed By (since 19 Mar 2024)
    • (1)Employed By (16 Apr 2021 to 19 Mar 2024)
  • 2 Plan Wealth Management Limited

    FRN 461598

    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 13 Mar 2024)
    • CF30 Customer (since 28 Feb 2024)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • Appointed representative dealing with clients for which they require qualification (19 Apr 2021 to 19 Mar 2024)
    • CF30 Customer (16 Apr 2021 to 19 Mar 2024)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (17 Jun 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (23 Mar 2005 to 17 Jun 2005)

Recent activity

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

  1. controlled function removed: Employed By at Ian Thomson

  2. controlled function added: (1)Employed By at Ian Thomson