Johnathan Roy Waring

• 2 Plan Wealth Management Limited

  FRN 461598

  • 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)
  • Appointed representative dealing with clients for which they require qualification (since 27 Jun 2025)
  • CF30 Customer (since 18 Jun 2025)
• Doyle & Palmer Wealth Management Limited

  FRN 836767

  • (4)Employed By (since 18 Jun 2025)
• FRANCIS CLARK FINANCIAL PLANNING LIMITED (no longer approved here)

  FRN 433591

  • [FCA CF] Client dealing (9 Dec 2019 to 30 Sep 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Sep 2023)
  • CF30 Customer (3 Jul 2019 to 8 Dec 2019)
• Succession Employee Benefit Solutions Limited (no longer approved here)

  FRN 767956

  • CF30 Customer (24 Apr 2018 to 28 Jun 2019)
• SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

  FRN 588378

  • CF30 Customer (5 Aug 2017 to 28 Jun 2019)
• Succession Financial Management Limited (no longer approved here)

  FRN 225831

  • CF30 Customer (16 Jun 2017 to 28 Jun 2019)

No changes recorded yet.