Martin Jackson

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
    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 28 Aug 2024)
    • CF1 Director (AR) (since 25 Jun 2024)
    • CF30 Customer (since 25 Jun 2024)
    • [FCA CF] Functions requiring qualifications (3 Jun 2024 to 28 Aug 2024)
    • [FCA CF] Client dealing (3 Jun 2024 to 28 Aug 2024)
  • Method Financial Planning Limited

    FRN 1015567

    • (1)Employed By (since 25 Jun 2024)
  • IFA FINANCIAL SERVICES (UK) LTD. (no longer approved here)

    FRN 447432

    • [FCA CF] Client dealing (29 Mar 2023 to 31 May 2024)
    • [FCA CF] Functions requiring qualifications (29 Mar 2023 to 31 May 2024)
  • Penvest Limited (no longer approved here)

    FRN 407889

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 May 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 May 2024)
    • CF30 Customer (3 Oct 2018 to 8 Dec 2019)
  • Insight Financial Associates Limited (no longer approved here)

    FRN 458421

    • [FCA CF] Client dealing (9 Dec 2019 to 31 May 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 May 2024)
    • CF30 Customer (1 Jun 2018 to 8 Dec 2019)
  • Insight Wealth Limited (no longer approved here)

    FRN 470603

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 May 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 May 2024)
    • CF30 Customer (12 Mar 2019 to 8 Dec 2019)
  • D B Financial Management Limited (no longer approved here)

    FRN 522214

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 May 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 May 2024)

Recent activity

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

No changes recorded yet.