Lucie Phebe Irene Kirkpatrick

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.

  • Octo Financial Planning Ltd

    FRN 972331

    • (9)Employed By (since 3 Jul 2025)
  • 2 Plan Wealth Management Limited

    FRN 461598

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 2 Aug 2024)
    • CF30 Customer (since 29 Jun 2024)
    • [FCA CF] Functions requiring qualifications (24 Jun 2024 to 2 Aug 2024)
    • [FCA CF] Client dealing (24 Jun 2024 to 2 Aug 2024)
  • Octo Wealth Management Ltd (no longer approved here)

    FRN 1005889

    • (5)Employed By (29 Jun 2024 to 3 Jul 2025)
  • Cormorant Partnership LLP (no longer approved here)

    FRN 488257

    • [FCA CF] Client dealing (9 Oct 2023 to 1 Aug 2024)
    • [FCA CF] Functions requiring qualifications (9 Oct 2023 to 1 Aug 2024)

Recent activity

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

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