Mark Leonard Bastable

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

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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 10 Dec 2019)
    • CF1 Director (AR) (since 13 Sep 2012)
    • CF30 Customer (since 16 Aug 2012)
    • [FCA CF] Client dealing (10 Dec 2019 to 11 Dec 2019)
  • Templegate Financial Planning Ltd

    FRN 216855

    • Employed By (since 11 Sep 2012)
    • Employed By (30 Jul 2002 to 2 Jul 2012)

Recent activity

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

No changes recorded yet.