Peter John Barlow

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
    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 27 Apr 2023)
    • CF1 Director (AR) (since 30 Jan 2023)
    • CF30 Customer (since 30 Jan 2023)
    • [FCA CF] Client dealing (12 Oct 2022 to 27 Apr 2023)
    • [FCA CF] Functions requiring qualifications (12 Oct 2022 to 27 Apr 2023)
  • Barlow Financial Limited

    FRN 986048

    • Employed By (since 30 Jan 2023)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF1 Director (AR) (4 Feb 2021 to 11 Oct 2022)
  • Barlow Financial Services Ltd (no longer approved here)

    FRN 940472

    • Employed By (4 Feb 2021 to 11 Oct 2022)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 11 Oct 2022)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (14 Mar 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (30 Oct 2006 to 14 Mar 2007)

Recent activity

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

No changes recorded yet.