James Stuart Ashmead Hitchell

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)
    • 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 16 Oct 2024)
    • CF1 Director (AR) (since 10 Sep 2024)
    • CF30 Customer (since 10 Sep 2024)
    • [FCA CF] Functions requiring qualifications (14 Nov 2023 to 16 Oct 2024)
    • [FCA CF] Client dealing (14 Nov 2023 to 16 Oct 2024)
  • Hitchell Financial Planning Limited

    FRN 211675

    • Employed By (since 10 Sep 2024)
    • Employed By (13 May 2002 to 13 Nov 2023)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Nov 2023)
    • CF30 Customer (1 Nov 2007 to 13 Nov 2023)
    • CF21 Investment Adviser (1 Jun 2005 to 31 Oct 2007)
    • CF4 Partner (AR) (1 Jun 2005 to 13 Nov 2023)

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

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