Joshua North

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)
    • [FCA CF] Client dealing (since 1 Oct 2024)
    • [FCA CF] Functions requiring qualifications (since 1 Oct 2024)
  • KW Wealth Planning Limited (no longer approved here)

    FRN 114694

    • [FCA CF] Client dealing (3 Mar 2022 to 27 Sep 2024)
    • [FCA CF] Functions requiring qualifications (3 Mar 2022 to 27 Sep 2024)
  • Sense Network Limited (no longer approved here)

    FRN 465124

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Mar 2022)
    • [FCA CF] Client dealing (9 Dec 2019 to 7 Mar 2022)
    • CF30 Customer (18 Jul 2019 to 7 Mar 2022)

Recent activity

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

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