Ognjen Krkotic

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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 6 Apr 2020)
    • [FCA CF] Client dealing (since 6 Apr 2020)
  • PRG Financial Planners Limited (no longer approved here)

    FRN 592781

    • (13)Employed By (31 Jan 2013 to 17 Mar 2017)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (2 Apr 2012 to 23 Apr 2013)
  • The PRG Partnership (West London) (no longer approved here)

    FRN 540218

    • Employed By (4 Mar 2011 to 8 Dec 2019)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (9 Feb 2011 to 1 Apr 2012)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • CF30 Customer (16 Feb 2010 to 16 Mar 2011)

Recent activity

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

No changes recorded yet.