Paul Ghill Bentley Howorth

Last updated
2 weeks 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)
    • CF30 Customer (since 15 Feb 2024)
    • [FCA CF] Functions requiring qualifications (since 14 Feb 2024)
    • [FCA CF] Client dealing (since 14 Feb 2024)
  • Doyle & Palmer Wealth Management Limited

    FRN 836767

    • (10)Employed By (since 15 Feb 2024)
  • MENZIES WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 486548

    • Appointed representative dealing with clients for which they require qualification (16 Oct 2023 to 10 Jan 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 10 Jan 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 10 Jan 2024)
    • CF30 Customer (2 Nov 2019 to 11 Jan 2024)
  • Menzies Employee Benefits Limited (no longer approved here)

    FRN 506967

    • (13)Employed By (27 Feb 2014 to 1 Nov 2019)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (1 Nov 2007 to 30 Sep 2013)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.