Suzanne Porter

Last updated
2 weeks ago
Watch for changes

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 15 Apr 2024)
    • CF30 Customer (since 12 Apr 2024)
  • G. Sturgess Financial Planning Limited

    FRN 232602

    • (2)Employed By (since 12 Apr 2024)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (14 Sep 2021 to 22 Mar 2024)
    • CF30 Customer (6 Sep 2021 to 22 Mar 2024)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (477)Employed By (6 Sep 2021 to 22 Mar 2024)

Recent activity

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

  1. controlled function removed: Employed By at G. Sturgess Financial Planning Limited

  2. controlled function added: (2)Employed By at G. Sturgess Financial Planning Limited