Sarah Jane Bews Miller

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

    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 28 Nov 2025)
    • CF1 Director (AR) (since 19 Nov 2025)
    • CF30 Customer (since 19 Nov 2025)
    • [FCA CF] Functions requiring qualifications (23 Nov 2023 to 28 Nov 2025)
    • [FCA CF] Client dealing (23 Nov 2023 to 28 Nov 2025)
  • Bay Financial Planning Ltd

    FRN 1044044

    • Employed By (since 19 Nov 2025)
  • Radiant Financial Planning Limited (no longer approved here)

    FRN 192396

    • [FCA CF] Functions requiring qualifications (22 Sep 2022 to 31 Oct 2023)
    • [FCA CF] Client dealing (22 Sep 2022 to 31 Oct 2023)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (11 Feb 2008 to 31 Mar 2011)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF22 Investment Adviser (Trainee) (5 Dec 2006 to 29 Aug 2007)

Recent activity

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

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