Richard Metherell

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

    • 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)
    • CF1 Director (AR) (since 4 Aug 2025)
    • Appointed representative dealing with clients for which they require qualification (since 14 Feb 2024)
    • CF30 Customer (since 2 Dec 2023)
  • Legacy Wealth Planning Ltd

    FRN 1039723

    • Employed By (since 4 Aug 2025)
  • Vita Finance Ltd (no longer approved here)

    FRN 821885

    • (2)Employed By (27 Feb 2024 to 7 Aug 2025)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Feb 2024)
    • CF30 Customer (4 Oct 2018 to 27 Feb 2024)
  • TenetConnect Services Limited (no longer approved here)

    FRN 150643

    • CF30 Customer (1 Sep 2011 to 1 Apr 2019)
  • knightsbridge Financial Solutions Ltd (no longer approved here)

    FRN 209711

    • (11)Employed By (1 Sep 2011 to 15 Sep 2021)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (15 Mar 2010 to 6 Aug 2011)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (23 Nov 2007 to 14 Mar 2010)
  • HBOS Investment Fund Managers Limited (no longer approved here)

    FRN 119223

    • CF21 Investment Adviser (24 Sep 2002 to 5 Jun 2003)

Recent activity

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

  1. controlled function removed: Employed By at Vita Finance Ltd

  2. controlled function added: (2)Employed By at Vita Finance Ltd