Simon Paul Jenkins

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
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 10 Dec 2019)
    • [FCA CF] Client dealing (since 10 Dec 2019)
    • CF30 Customer (18 Jun 2009 to 8 Dec 2019)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (28 Mar 2008 to 26 Oct 2009)
  • Midas Independent Financial Advisors (no longer approved here)

    FRN 226028

    • (1)Employed By (11 Jul 2003 to 5 Aug 2003)
  • Morland Potter (2104) (no longer approved here)

    FRN 183002

    • (2)Employed By (19 Aug 1999 to 5 Aug 2003)

Recent activity

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

No changes recorded yet.