Michael Barlow

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)
    • 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 27 Apr 2023)
    • CF30 Customer (since 21 Nov 2022)
    • [FCA CF] Client dealing (12 Oct 2022 to 27 Apr 2023)
    • [FCA CF] Functions requiring qualifications (12 Oct 2022 to 27 Apr 2023)
  • Barlow Financial Limited

    FRN 986048

    • Employed By (since 21 Nov 2022)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (21 Mar 2022 to 11 Oct 2022)
    • CF30 Customer (11 Feb 2022 to 11 Oct 2022)
  • Barlow Financial Services Ltd (no longer approved here)

    FRN 940472

    • Employed By (11 Feb 2022 to 11 Oct 2022)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (10 Feb 2021 to 11 Oct 2022)

Recent activity

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

No changes recorded yet.