Peter Wesley Clarke

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.

  • Windlesham Financial Management Ltd

    FRN 605900

    • Employed By (since 23 Jan 2024)
    • Employed By (15 Aug 2013 to 23 Jan 2024)
  • 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 16 Jan 2024)
    • CF30 Customer (since 5 Dec 2023)
    • CF1 Director (AR) (since 5 Dec 2023)
  • TenetConnect Services Limited (no longer approved here)

    FRN 150643

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Jan 2024)
    • CF1 Director (AR) (15 Apr 2016 to 20 Apr 2016)
    • CF30 Customer (11 Nov 2010 to 23 Jan 2024)
  • Windlesham Financial Managment (no longer approved here)

    FRN 172765

    • Employed By (11 Nov 2010 to 13 May 2014)

Recent activity

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

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