Peter Jessop

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

    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 27 Jul 2022)
    • CF1 Director (AR) (since 16 Jun 2022)
    • CF30 Customer (since 16 Jun 2022)
    • [FCA CF] Functions requiring qualifications (9 Jan 2022 to 27 Jul 2022)
    • [FCA CF] Client dealing (9 Jan 2022 to 27 Jul 2022)
  • Tara Financial Services Ltd

    FRN 118005

    • Employed By (since 16 Jun 2022)
    • Employed By (1 Dec 2001 to 30 Dec 2013)
  • R.T. Williams Limited (no longer approved here)

    FRN 115033

    • (6)Employed By (27 Aug 2004 to 28 Feb 2022)

Recent activity

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

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