Roy McLoughlin

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.

  • PLAN MONEY LIMITED

    FRN 605911

    • 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)
    • [FCA CF] Functions requiring qualifications (since 10 Dec 2024)
  • British Friendly Society Limited (no longer approved here)

    FRN 110013

    • SIMF12 Chair of the Remuneration Committee (7 Mar 2016 to 16 Sep 2016)
    • CF2 Non Executive Director (8 Sep 2014 to 6 Mar 2016)
  • Master Adviser CFP Limited (no longer approved here)

    FRN 458919

    • CF30 Customer (1 Nov 2007 to 20 Feb 2017)
    • CF21 Investment Adviser (2 Jan 2007 to 31 Oct 2007)
  • Master Adviser Ltd (U445) (no longer approved here)

    FRN 171704

    • (11)Employed By (1 Oct 1998 to 22 Dec 2006)

Recent activity

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

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