Tim Mottram

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 2 Apr 2024)
    • CF1 Director (AR) (since 25 Mar 2024)
    • CF30 Customer (since 25 Mar 2024)
  • Grey Parrot Group Ltd

    FRN 958418

    • (3)Employed By (since 2 Apr 2024)
  • Corbel Partners Limited (no longer approved here)

    FRN 429142

    • CF30 Customer (27 Sep 2023 to 31 Oct 2023)
    • CF1 Director (AR) (27 Sep 2023 to 31 Oct 2023)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • Appointed representative dealing with clients for which they require qualification (30 Dec 2021 to 31 Mar 2024)
    • CF1 Director (AR) (6 Dec 2021 to 31 Mar 2024)
    • CF30 Customer (6 Dec 2021 to 31 Mar 2024)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Dec 2021)
    • CF1 Director (AR) (25 Apr 2013 to 26 Jan 2021)
    • CF30 Customer (1 Nov 2007 to 24 Dec 2021)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • ST. JAMES'S PLACE UNIT TRUST GROUP LIMITED (no longer approved here)

    FRN 122472

    • CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
  • ST. JAMES'S PLACE UK PLC (no longer approved here)

    FRN 150026

    • CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)

Recent activity

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

  1. controlled function removed: Employed By at Grey Parrot Group Ltd

  2. controlled function added: (3)Employed By at Grey Parrot Group Ltd