Martyn Terence Gregory

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)
    • [FCA CF] Client dealing (since 1 Jun 2020)
    • Appointed representative dealing with clients for which they require qualification (since 1 Jun 2020)
    • CF1 Director (AR) (since 15 May 2020)
    • CF30 Customer (since 15 May 2020)
  • Martyn Gregory Wealth Management Ltd

    FRN 925661

    • (2)Employed By (since 15 May 2020)
  • Streets Financial Consulting Limited (no longer approved here)

    FRN 116445

    • CF30 Customer (25 Feb 2013 to 31 May 2016)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (18 Aug 2009 to 21 Feb 2013)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF21 Investment Adviser (1 Dec 2001 to 8 Nov 2002)
  • Scottish Widows Unit Trust Managers Limited (no longer approved here)

    FRN 122129

    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 17 Jul 2002)

Recent activity

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

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