Joel Stevens

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

    • 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
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 17 Sep 2020)
    • CF30 Customer (since 16 Aug 2019)
    • [FCA CF] Client dealing (17 Sep 2020 to 18 Sep 2020)
  • Totally Financial Planning Limited

    FRN 844024

    • Employed By (since 16 Aug 2019)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF30 Customer (12 Dec 2018 to 15 Jul 2019)
  • Future Perfect Financial Solutions Limited (no longer approved here)

    FRN 433907

    • (27)Employed By (12 Dec 2018 to 15 Jul 2019)

Recent activity

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

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