Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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2 Plan Wealth Management Limited
FRN 461598
- SMF2 Chief Finance (since 15 Mar 2024)
- SMF3 Executive Director (since 9 Dec 2019)
- CF1 Director (AR) (since 31 May 2019)
- CF1 Director (2 Apr 2007 to 8 Dec 2019)
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Group Policy Services Limited
FRN 842754
- (3)Employed By (since 31 May 2019)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.