Louisa Kathryn Metcalf

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • Metcalf Wealth Managers Ltd

    FRN 229367

    • (1)Employed By (since 12 Jan 2024)
    • (2)Employed By (3 May 2019 to 12 Jan 2024)
  • 2 Plan Wealth Management Limited

    FRN 461598

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 3 Jan 2024)
    • CF30 Customer (since 3 Dec 2023)
    • CF1 Director (AR) (since 3 Dec 2023)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • CF1 Director (AR) (25 Jan 2023 to 12 Jan 2024)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Jan 2024)
    • CF30 Customer (3 May 2019 to 12 Jan 2024)

Recent activity

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

  1. controlled function removed: Employed By at Metcalf Wealth Managers Ltd

  2. controlled function added: (2)Employed By at Metcalf Wealth Managers Ltd

  3. controlled function added: (1)Employed By at Metcalf Wealth Managers Ltd