James William Cushing

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.

  • Lantern Financial Planning Ltd

    FRN 919279

    • (1)Employed By (since 10 Jan 2024)
    • (1)Employed By (25 Mar 2020 to 10 Jan 2024)
  • 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
    • Appointed representative dealing with clients for which they require qualification (since 2 Jan 2024)
    • CF1 Director (AR) (since 30 Oct 2023)
    • CF30 Customer (since 30 Oct 2023)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • CF30 Customer (25 Mar 2020 to 10 Jan 2024)
    • Appointed representative dealing with clients for which they require qualification (25 Mar 2020 to 10 Jan 2024)
    • CF1 Director (AR) (25 Mar 2020 to 10 Jan 2024)

Recent activity

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

  1. controlled function removed: Employed By at Lantern Financial Planning Ltd

  2. controlled function added: (1)Employed By at Lantern Financial Planning Ltd