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
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 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 30 Jun 2025)
- CF30 Customer (18 Jun 2025 to 30 Jan 2026)
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- (4)Employed By (18 Jun 2025 to 30 Jan 2026)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at G. Sturgess Financial Planning Limited
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controlled function added: (4)Employed By at G. Sturgess Financial Planning Limited