Sacha Selim Beeharry

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)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 10 Dec 2019)
    • [FCA CF] Client dealing (since 10 Dec 2019)
    • CF30 Customer (12 Jun 2012 to 8 Dec 2019)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • CF30 Customer (25 Aug 2009 to 11 Sep 2012)
    • CF21 Investment Adviser (2 Aug 2004 to 30 Sep 2006)
  • Capital Planning Partners Ltd (no longer approved here)

    FRN 505434

    • Employed By (25 Aug 2009 to 11 Sep 2012)
  • Sinfonia Direct Ltd (no longer approved here)

    FRN 440606

    • Employed By (1 Nov 2005 to 30 Sep 2006)
  • Capital Planning UK Ltd (no longer approved here)

    FRN 402461

    • Employed By (2 Aug 2004 to 8 Dec 2019)

Recent activity

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

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