Lee Terry

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
    • CF30 Customer (since 22 Sep 2023)
    • CF1 Director (AR) (since 22 Sep 2023)
    • [FCA CF] Client dealing (since 27 Jul 2023)
    • [FCA CF] Functions requiring qualifications (since 27 Jul 2023)
  • Lead Financial Limited

    FRN 1001982

    • Employed By (since 22 Sep 2023)
  • Tom French & Associates Limited (no longer approved here)

    FRN 185513

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 7 Jul 2023)

Recent activity

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

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