Niall Devine

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 15 Feb 2024)
    • CF30 Customer (since 31 Dec 2023)
    • CF1 Director (AR) (since 31 Dec 2023)
    • [FCA CF] Functions requiring qualifications (21 Nov 2023 to 15 Feb 2024)
    • [FCA CF] Client dealing (21 Nov 2023 to 15 Feb 2024)
  • Stonebridge Mortgage Solutions Ltd (no longer approved here)

    FRN 454811

    • CF1 Director (AR) (10 May 2021 to 24 Nov 2023)
    • Appointed representative dealing with clients for which they require qualification (11 Mar 2021 to 24 Nov 2023)
  • Mortgage Advice Bureau Limited (no longer approved here)

    FRN 455545

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Jan 2020)

Recent activity

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

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