Jane Ann Platt

Last updated
6 days ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • D Scott Financial Limited

    FRN 934787

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 9A. Advising on P2P agreements
    • 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
    • [FCA CF] Functions requiring qualifications (since 1 Feb 2021)
    • [FCA CF] Client dealing (since 1 Feb 2021)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (14 Mar 2008 to 9 Dec 2009)
  • Concise Financial Services Ltd (no longer approved here)

    FRN 479972

    • Employed By (14 Mar 2008 to 9 Dec 2009)

Recent activity

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

No changes recorded yet.