Stephen Turner

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
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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 12 Mar 2023)
    • CF30 Customer (since 6 Mar 2023)
    • [FCA CF] Client dealing (12 Dec 2022 to 12 Mar 2023)
    • [FCA CF] Functions requiring qualifications (12 Dec 2022 to 12 Mar 2023)
  • Octo Financial Planning Ltd

    FRN 972331

    • (20)Employed By (since 6 Mar 2023)
  • Lyncombe Consultants Limited (no longer approved here)

    FRN 618025

    • Appointed representative dealing with clients for which they require qualification (26 May 2022 to 19 Oct 2022)
    • CF30 Customer (25 May 2022 to 19 Oct 2022)
    • [FCA CF] Client dealing (4 Mar 2022 to 19 Oct 2022)
    • [FCA CF] Functions requiring qualifications (4 Mar 2022 to 26 May 2022)
  • Purity Financial Services Limited (no longer approved here)

    FRN 842066

    • (2)Employed By (25 May 2022 to 19 Oct 2022)

Recent activity

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

No changes recorded yet.