Rebecca Robertson

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

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 13 Apr 2023)
    • CF30 Customer (since 11 Apr 2023)
    • CF1 Director (AR) (since 11 Apr 2023)
    • [FCA CF] Client dealing (11 Apr 2023 to 13 Apr 2023)
    • [FCA CF] Functions requiring qualifications (11 Apr 2023 to 13 Apr 2023)
  • Evolution Financial Planning Ltd.

    FRN 593368

    • (3)Employed By (since 11 Apr 2023)
    • (2)Employed By (24 Jan 2013 to 6 Apr 2023)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • Appointed representative dealing with clients for which they require qualification (3 Sep 2020 to 6 Apr 2023)
    • CF30 Customer (21 Jul 2020 to 6 Apr 2023)
    • CF1 Director (AR) (21 Jul 2020 to 6 Apr 2023)
  • New Leaf Distribution Limited (no longer approved here)

    FRN 460421

    • CF30 Customer (16 Feb 2017 to 31 Aug 2020)
    • CF1 Director (AR) (24 Jan 2013 to 31 Aug 2020)
  • Forces Family Finance Ltd (no longer approved here)

    FRN 707369

    • (1)Employed By (20 Jul 2015 to 1 Jun 2018)

Recent activity

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

  1. controlled function removed: Employed By at Evolution Financial Planning Ltd.

  2. controlled function added: (2)Employed By at Evolution Financial Planning Ltd.

  3. controlled function added: (3)Employed By at Evolution Financial Planning Ltd.