Paul Anthony Fell

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

    • 21. Advising or arranging (bringing about) equity release transactions
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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
    • CF4 Partner (AR) (since 25 May 2023)
    • Appointed representative dealing with clients for which they require qualification (since 2 Feb 2022)
    • CF1 Director (AR) (since 7 Jan 2022)
    • CF30 Customer (since 7 Jan 2022)
    • [FCA CF] Client dealing (21 Dec 2021 to 2 Feb 2022)
    • [FCA CF] Functions requiring qualifications (21 Dec 2021 to 2 Feb 2022)
  • DSNY Wealth Planning Ltd

    FRN 966782

    • (4)Employed By (since 7 Jan 2022)
  • Eames Laurie Financial Services

    FRN 214848

    • (7)Employed By (since 19 Nov 2014)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2022)
    • CF4 Partner (AR) (5 Apr 2016 to 30 Jun 2023)
    • CF30 Customer (31 Jan 2013 to 30 Sep 2022)
  • Unique Financial Planning Limited (no longer approved here)

    FRN 216560

    • Employed By (31 Jan 2013 to 19 Nov 2014)
  • Prudential Distribution Limited (no longer approved here)

    FRN 194709

    • CF30 Customer (5 Mar 2012 to 31 Jan 2013)

Recent activity

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

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