Sally Jackson

Last updated
2 weeks ago
Watch for changes

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)
    • 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 Mar 2026)
    • CF30 Customer (since 21 Mar 2026)
  • Stephen Eve Financial Planning Ltd

    FRN 980192

    • (2)Employed By (since 21 Mar 2026)
  • One Four Nine Wealth Limited (no longer approved here)

    FRN 153508

    • [FCA CF] Client dealing (18 Oct 2024 to 20 Jun 2025)
    • [FCA CF] Functions requiring qualifications (18 Oct 2024 to 20 Jun 2025)
  • Lyncombe Consultants Limited (no longer approved here)

    FRN 618025

    • Appointed representative dealing with clients for which they require qualification (25 Feb 2020 to 3 Nov 2022)
    • CF30 Customer (25 Feb 2020 to 3 Nov 2022)
    • [FCA CF] Client dealing (25 Feb 2020 to 3 Nov 2022)

Recent activity

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

No changes recorded yet.