Robin Jackson

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

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 1 Aug 2022)
    • CF1 Director (AR) (since 28 Jul 2022)
    • CF30 Customer (since 28 Jul 2022)
  • Rob Jackson Financial Planning Ltd

    FRN 979628

    • (2)Employed By (since 28 Jul 2022)
  • BRB Wealth Management Limited (no longer approved here)

    FRN 116358

    • CF30 Customer (1 Nov 2007 to 31 Jul 2008)
    • CF1 Director (AR) (26 Oct 2004 to 5 Jan 2006)
    • CF21 Investment Adviser (26 Oct 2004 to 31 Oct 2007)

Recent activity

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

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