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
- CF4 Partner (AR) (since 22 Nov 2023)
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Gleave Financial Services
FRN 196050
- (1)Employed By (since 24 Aug 2012)
- (1)Employed By (1 Dec 2001 to 2 Jul 2012)
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- CF4 Partner (AR) (24 Aug 2012 to 28 Mar 2024)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Gleave Financial Services
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controlled function added: (1)Employed By at Gleave Financial Services