Rachelle Jordan

Last updated
1 week 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 15 Jan 2024)
    • CF1 Director (AR) (since 19 Sep 2023)
    • CF30 Customer (since 19 Sep 2023)
    • [FCA CF] Client dealing (10 Dec 2019 to 15 Jan 2024)
    • [FCA CF] Functions requiring qualifications (10 Dec 2019 to 15 Jan 2024)
    • CF30 Customer (13 Jul 2017 to 8 Dec 2019)
  • Jordan And Co Financial Services Ltd

    FRN 1001656

    • (1)Employed By (since 19 Sep 2023)
  • RXI WEALTH LIMITED (no longer approved here)

    FRN 749884

    • CF30 Customer (1 Dec 2016 to 18 May 2017)
  • Henson Crisp Ltd (no longer approved here)

    FRN 469175

    • CF30 Customer (2 Mar 2012 to 18 May 2017)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (30 May 2008 to 14 Oct 2011)

Recent activity

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

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