Lee Gareth Sharp

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)
    • Appointed representative dealing with clients for which they require qualification (since 17 Dec 2025)
    • CF30 Customer (since 4 Dec 2025)
  • Octo Financial Planning Ltd

    FRN 972331

    • (2)Employed By (since 4 Dec 2025)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • [FCA CF] Functions requiring qualifications (7 Mar 2016 to 6 Oct 2025)
    • CF30 Customer (9 Sep 2008 to 6 Mar 2016)
    • CF21 Investment Adviser (11 Feb 2003 to 19 Nov 2003)
    • CF22 Investment Adviser (Trainee) (10 May 2002 to 11 Feb 2003)
  • Santander ISA Managers Limited (no longer approved here)

    FRN 171448

    • CF22 Investment Adviser (Trainee) (3 May 2002 to 30 Aug 2002)

Recent activity

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

No changes recorded yet.