Simon Durkan

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 31 Jul 2024)
    • CF1 Director (AR) (since 25 Jun 2024)
    • CF30 Customer (since 25 Jun 2024)
    • [FCA CF] Client dealing (31 Jul 2023 to 31 Jul 2024)
    • [FCA CF] Functions requiring qualifications (31 Jul 2023 to 31 Jul 2024)
  • Durkan Financial Planning Ltd

    FRN 1015071

    • (1)Employed By (since 25 Jun 2024)
  • KW Wealth Planning Limited (no longer approved here)

    FRN 114694

    • [FCA CF] Client dealing (9 Dec 2019 to 16 Jun 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 16 Jun 2023)
    • CF30 Customer (23 Jul 2019 to 8 Dec 2019)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • CF30 Customer (23 Jan 2014 to 30 Sep 2019)
  • WFI Financial LLP (no longer approved here)

    FRN 587586

    • Employed By (23 Jan 2014 to 8 Dec 2019)
  • Lifetime Financial Management Intermediaries Ltd (no longer approved here)

    FRN 225795

    • CF30 Customer (5 Dec 2011 to 1 Nov 2013)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (21 Sep 2010 to 31 Dec 2011)

Recent activity

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

No changes recorded yet.