Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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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)
- 7. Giving personal recommendations on long-term care insurance contracts
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 9 Mar 2026)
- CF30 Customer (since 3 Mar 2026)
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Fairfield Money Limited
FRN 1050583
- (1)Employed By (since 3 Mar 2026)
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Grace Financial Limited
FRN 954587
- (1)Employed By (since 19 May 2024)
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- CF30 Customer (19 May 2024 to 19 Mar 2026)
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- Appointed representative dealing with clients for which they require qualification (29 Sep 2022 to 21 Jun 2024)
- CF30 Customer (1 Aug 2022 to 21 Jun 2024)
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- Employed By (1 Aug 2022 to 25 Jun 2024)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.