Joseph Junior Obeng

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

    • 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 10 Jan 2025)
    • CF1 Director (AR) (since 4 Nov 2024)
    • CF30 Customer (since 4 Nov 2024)
    • [FCA CF] Client dealing (2 Oct 2024 to 10 Jan 2025)
    • [FCA CF] Functions requiring qualifications (2 Oct 2024 to 10 Jan 2025)
  • Q Wealth Ltd

    FRN 1020318

    • (1)Employed By (since 4 Nov 2024)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • Appointed representative dealing with clients for which they require qualification (13 Jan 2021 to 1 Oct 2024)
    • CF30 Customer (11 Jan 2021 to 1 Oct 2024)
  • Camargue Wealth Limited (no longer approved here)

    FRN 749215

    • Employed By (11 Jan 2021 to 1 Oct 2024)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (30 Mar 2017 to 9 Nov 2020)
  • KWM Wealth Ltd (no longer approved here)

    FRN 516056

    • Employed By (30 Mar 2017 to 9 Nov 2020)

Recent activity

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

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