Paul Edward Bassinder

Last updated
4 days ago
Watch for changes

Where they hold approval

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

  • 2 Plan Wealth Management Limited

    FRN 461598

    • 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)
    • CF1 Director (AR) (since 10 Apr 2026)
    • CF30 Customer (since 10 Apr 2026)
    • [FCA CF] Functions requiring qualifications (since 20 Jun 2024)
    • [FCA CF] Client dealing (since 20 Jun 2024)
  • Blueridge Financial Planning Limited

    FRN 1053294

    • Employed By (since 10 Apr 2026)
  • Lifetime Financial Management Intermediaries Ltd (no longer approved here)

    FRN 225795

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 16 Jan 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 16 Jan 2023)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (16 Sep 2003 to 31 Oct 2007)
  • Lifetime Financial Management (2930) (no longer approved here)

    FRN 190711

    • (5)Employed By (13 Jan 2003 to 29 Aug 2003)

Recent activity

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

No changes recorded yet.