Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
-
2 Plan Wealth Management Limited
FRN 461598
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 21. Advising or arranging (bringing about) equity release transactions
- Appointed representative dealing with clients for which they require qualification (since 9 Feb 2024)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.