Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Plan-It Financial Solutions Ltd
FRN 709492
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
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- CF21 Investment Adviser
- CF30 Customer (2 Jan 2008 to 11 Nov 2011)
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- CF30 Customer (1 Nov 2007 to 31 Dec 2007)
- CF21 Investment Adviser (14 Nov 2006 to 31 Oct 2007)
- CF22 Investment Adviser (Trainee) (1 Aug 2006 to 31 Oct 2007)
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- Employed By (18 Jul 2007 to 31 Dec 2007)
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- Employed By (14 Nov 2006 to 31 Dec 2007)
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- CF21 Investment Adviser (5 Aug 2004 to 17 Dec 2004)
- CF22 Investment Adviser (Trainee) (22 Jul 2004 to 5 Aug 2004)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.