Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 20 Aug 2025)
    • Appointed representative dealing with clients for which they require qualification (9 Jul 2024 to 15 Aug 2025)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • Appointed representative dealing with clients for which they require qualification (23 May 2023 to 14 Jun 2024)

Recent activity

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

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