Olivia Jade Flanagan

Last updated
1 week ago
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Where they hold approval

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

  • Next Chapter Financial Planning Limited

    FRN 912906

    • 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)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF30 Customer (since 17 Feb 2026)
    • [FCA CF] Client dealing (since 9 Feb 2026)
    • [FCA CF] Functions requiring qualifications (since 9 Feb 2026)
  • Aldgate Wealth Planning Ltd

    FRN 979458

    • (2)Employed By (since 17 Feb 2026)
  • AFH Independent Financial Services Limited (no longer approved here)

    FRN 216704

    • [FCA CF] Client dealing (11 Sep 2023 to 8 Feb 2026)
    • [FCA CF] Functions requiring qualifications (17 Feb 2020 to 8 Feb 2026)

Recent activity

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

  1. controlled function removed: Employed By at Aldgate Wealth Planning Ltd

  2. controlled function added: (2)Employed By at Aldgate Wealth Planning Ltd