Robert Turnbull

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
    • 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)
    • CF30 Customer (since 30 Oct 2023)
    • CF4 Partner (AR) (since 30 Oct 2023)
  • TenetConnect Services Limited (no longer approved here)

    FRN 150643

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Jan 2024)
    • CF30 Customer (6 Jan 2014 to 17 Jan 2024)
    • CF4 Partner (AR) (6 Jan 2014 to 17 Jan 2024)
  • Lighthouse Advisory Services Limited (no longer approved here)

    FRN 195199

    • CF30 Customer (1 Dec 2010 to 26 Dec 2013)
  • Lighthouse Financial Advice Limited (no longer approved here)

    FRN 225502

    • (620)Employed By (1 Dec 2010 to 26 Dec 2013)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (3 Jul 2008 to 26 Jan 2010)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (1 Nov 2007 to 9 May 2008)
    • CF21 Investment Adviser (6 Sep 2007 to 31 Oct 2007)

Recent activity

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

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