Jane Hellier

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Where they hold approval

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

PLAN SMART FINANCIAL PLANNING LIMITED (no longer approved here)
FRN 625144
- Responsibility for MCD Intermediation (21 Mar 2016 to 3 Sep 2018)
- CF1 Director (21 Nov 2014 to 3 Sep 2018)
- CF10 Compliance Oversight (21 Nov 2014 to 3 Sep 2018)
- CF30 Customer (21 Nov 2014 to 30 Sep 2019)
- CF11 Money Laundering Reporting (21 Nov 2014 to 3 Sep 2018)
- Responsible for Insurance Mediation (21 Nov 2014 to 3 Sep 2018)
Jane Hellier (no longer approved here)
FRN 192611
- (1)Employed By (1 Oct 1998 to 20 Nov 2014)

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

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Senior staff at any authorised firm have to be approved by the FCA personally.
Approved individual: Someone the FCA has personally signed off to hold a senior role at an authorised firm — directors, compliance officers and similar. They're held accountable for the firm's conduct.
Controlled functions: The specific senior roles the FCA approves people to hold, like 'Compliance oversight' or 'Money laundering reporting'. Each approval is tied to a particular firm.
IRN: Individual Reference Number — the unique ID the FCA assigns to each approved person. It stays the same as they move between firms.

Information on this page is sourced from the official FCA register.