Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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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 25 Oct 2022)
- CF30 Customer (since 24 Oct 2022)
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The Orchard Practice (AR) Ltd
FRN 216479
- Employed By (since 24 Oct 2022)
- Employed By (28 Mar 2022 to 30 Jan 2023)
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- Appointed representative dealing with clients for which they require qualification (24 May 2022 to 30 Jun 2022)
- CF30 Customer (28 Mar 2022 to 30 Jun 2022)
Recent activity
Updates to this individual's record on the FCA register.
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