Lee Gary Martin

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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 26 Feb 2020)
    • Appointed representative dealing with clients for which they require qualification (since 26 Feb 2020)
    • CF1 Director (AR) (since 20 Feb 2020)
    • CF30 Customer (since 20 Feb 2020)
    • CF30 Customer (15 Sep 2008 to 8 Dec 2019)
  • Interzone Wealth Management Ltd

    FRN 918651

    • (2)Employed By (since 20 Feb 2020)
  • Silverside Financial Services (no longer approved here)

    FRN 186918

    • (10)Employed By (21 Dec 1999 to 22 Dec 2006)

Recent activity

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

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