Michael Donkor

Last updated
6 days 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 31 Jan 2025)
    • [FCA CF] Functions requiring qualifications (since 31 Jan 2025)
  • BELVEDERE WEALTH MANAGEMENT LTD. (no longer approved here)

    FRN 950976

    • [FCA CF] Client dealing (3 Apr 2023 to 28 Jan 2025)
    • [FCA CF] Functions requiring qualifications (3 Apr 2023 to 28 Jan 2025)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • Appointed representative dealing with clients for which they require qualification (16 Feb 2023 to 31 Mar 2023)
    • CF30 Customer (21 Aug 2020 to 31 Mar 2023)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (26 Aug 2020 to 17 Feb 2023)
  • Alexander House Financial Planning Limited (no longer approved here)

    FRN 791612

    • (32)Employed By (21 Aug 2020 to 31 Mar 2023)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (7 Sep 2018 to 28 Feb 2020)
  • Pinnacle Wealth Management LLP (no longer approved here)

    FRN 582859

    • (19)Employed By (7 Sep 2018 to 28 Feb 2020)

Recent activity

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

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