Where they hold approval

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

  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • Appointed representative dealing with clients for which they require qualification (9 Feb 2024 to 19 Feb 2024)
    • CF30 Customer (19 Sep 2023 to 19 Feb 2024)
    • [FCA CF] Client dealing (9 Aug 2023 to 9 Feb 2024)
    • [FCA CF] Functions requiring qualifications (9 Aug 2023 to 9 Feb 2024)
  • TaxAssist Direct Financial Services Limited (no longer approved here)

    FRN 971520

    • (5)Employed By (19 Sep 2023 to 19 Feb 2024)

Recent activity

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

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