Jason Summerfield

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • CF1 Director (AR) (since 13 Jan 2023)
    • Appointed representative dealing with clients for which they require qualification (since 13 Dec 2022)
    • CF30 Customer (since 9 Dec 2022)
    • [FCA CF] Client dealing (6 Jun 2022 to 13 Dec 2022)
    • [FCA CF] Functions requiring qualifications (6 Jun 2022 to 13 Dec 2022)
  • Octo Financial Planning Ltd

    FRN 972331

    • (25)Employed By (since 9 Dec 2022)
  • Octo Wealth Management Ltd (no longer approved here)

    FRN 1005889

    • (8)Employed By (5 Feb 2024 to 18 Dec 2025)
  • Octo Mortgages Limited (no longer approved here)

    FRN 1001323

    • (2)Employed By (27 Sep 2023 to 18 Dec 2025)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Apr 2022)
    • CF30 Customer (16 Sep 2009 to 8 Apr 2022)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (514)Employed By (16 Sep 2009 to 8 Apr 2022)

Recent activity

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

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