Juan Antonio Moreno-Chamorro

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

    • 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
    • [FCA CF] Functions requiring qualifications (since 10 Dec 2019)
    • [FCA CF] Client dealing (since 10 Dec 2019)
    • CF30 Customer (1 Aug 2016 to 8 Dec 2019)
  • Affinity Financial Awareness Limited (no longer approved here)

    FRN 409160

    • CF30 Customer (22 Mar 2010 to 28 Jun 2016)
  • Loughtons Limited (2320) (no longer approved here)

    FRN 181013

    • (6)Employed By (29 Jul 2002 to 30 Mar 2004)

Recent activity

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

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