Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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2 Plan Wealth Management Limited
FRN 461598
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 5 Mar 2026)
- CF1 Director (AR) (since 16 Feb 2026)
- Appointed representative dealing with clients for which they require qualification (18 May 2022 to 27 May 2025)
- [FCA CF] Client dealing (17 Aug 2021 to 18 May 2022)
- [FCA CF] Functions requiring qualifications (17 Aug 2021 to 18 May 2022)
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57N MORTGAGES LTD
FRN 1050575
- (1)Employed By (since 16 Feb 2026)
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- [FCA CF] Functions requiring qualifications (3 Feb 2025 to 4 Dec 2025)
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- Appointed representative dealing with clients for which they require qualification (29 Dec 2020 to 16 Aug 2021)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at 57N MORTGAGES LTD
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controlled function added: (1)Employed By at 57N MORTGAGES LTD