Joshua Gerstler

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
    • 21. Advising or arranging (bringing about) equity release transactions
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 1 Aug 2022)
    • CF30 Customer (since 25 May 2022)
    • CF1 Director (AR) (since 25 May 2022)
  • The Orchard Practice (AR) Ltd

    FRN 216479

    • Employed By (since 25 May 2022)
    • Employed By (11 Apr 2011 to 30 Jan 2023)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jun 2022)
    • CF1 Director (AR) (7 Nov 2012 to 30 Jun 2022)
    • CF30 Customer (11 Apr 2011 to 30 Jun 2022)

Recent activity

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

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