Neil David Starkie

Last updated
6 days ago
Watch for changes

Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • 2 Plan Wealth Management Limited

    FRN 461598

    • 21. Advising or arranging (bringing about) equity release transactions
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 17 Mar 2026)
    • CF30 Customer (since 12 Mar 2026)
    • CF30 Customer (23 Nov 2011 to 26 Mar 2014)
  • G. Sturgess Financial Planning Limited

    FRN 232602

    • (1)Employed By (since 12 Mar 2026)
  • MPI Financial Advice Ltd (no longer approved here)

    FRN 949588

    • [FCA CF] Functions requiring qualifications (5 Sep 2025 to 30 Jan 2026)
    • [FCA CF] Client dealing (5 Sep 2025 to 30 Jan 2026)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • [FCA CF] Client dealing (9 Dec 2019 to 5 Aug 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 5 Aug 2025)
    • CF30 Customer (10 May 2019 to 8 Dec 2019)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • CF30 Customer (6 Jan 2014 to 8 May 2019)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF30 Customer (1 Nov 2007 to 29 Oct 2011)
    • CF22 Investment Adviser (Trainee) (18 Jul 2007 to 31 Oct 2007)

Recent activity

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

  1. controlled function removed: Employed By at G. Sturgess Financial Planning Limited

  2. controlled function added: (1)Employed By at G. Sturgess Financial Planning Limited