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
- 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
- 7. Giving personal recommendations on long-term care insurance contracts
- Appointed representative dealing with clients for which they require qualification (since 20 Aug 2025)
- CF30 Customer (since 15 Jul 2025)
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Alexander House Financial Planning Limited
FRN 791612
- (10)Employed By (since 15 Jul 2025)
- (46)Employed By (20 Apr 2020 to 28 Aug 2025)
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- Appointed representative dealing with clients for which they require qualification (22 Apr 2020 to 22 Aug 2025)
- CF30 Customer (20 Apr 2020 to 22 Aug 2025)
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- CF30 Customer (8 Oct 2019 to 13 Feb 2020)
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- Employed By (8 Oct 2019 to 13 Feb 2020)
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- CF30 Customer (15 May 2018 to 2 Sep 2019)
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- (18)Employed By (15 May 2018 to 2 Sep 2019)
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- CF30 Customer (8 Feb 2017 to 11 May 2018)
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- CF30 Customer (25 Feb 2010 to 17 Jan 2017)
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- CF30 Customer (3 Aug 2009 to 29 Jan 2010)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.