Mark Graham Gerrard

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

    • 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 5 Dec 2021)
    • CF1 Director (AR) (since 26 Nov 2021)
    • CF30 Customer (since 26 Nov 2021)
    • [FCA CF] Client dealing (23 Nov 2020 to 5 Dec 2021)
    • [FCA CF] Functions requiring qualifications (23 Nov 2020 to 5 Dec 2021)
  • MG Financial Planning Ltd

    FRN 948684

    • (2)Employed By (since 26 Nov 2021)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (17 Feb 2009 to 8 Dec 2019)

Recent activity

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

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