Jason Abbott

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • 2 Plan Wealth Management Limited

    FRN 461598

    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 2 Aug 2024)
    • CF1 Director (AR) (since 15 Apr 2024)
    • CF30 Customer (since 15 Apr 2024)
    • [FCA CF] Client dealing (14 Nov 2023 to 2 Aug 2024)
    • [FCA CF] Functions requiring qualifications (14 Nov 2023 to 2 Aug 2024)
  • BIRCH FINANCIAL SERVICES LTD

    FRN 802799

    • (2)Employed By (since 15 Apr 2024)
    • (1)Employed By (21 Mar 2018 to 8 Dec 2023)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Dec 2023)
    • CF1 Director (AR) (21 Mar 2018 to 8 Dec 2023)

Recent activity

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

  1. controlled function removed: Employed By at BIRCH FINANCIAL SERVICES LTD

  2. controlled function added: (1)Employed By at BIRCH FINANCIAL SERVICES LTD

  3. controlled function added: (2)Employed By at BIRCH FINANCIAL SERVICES LTD