Timothy James Evans

Last updated
1 week 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
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 27 Feb 2026)
    • [FCA CF] Client dealing (since 27 Feb 2026)
    • Appointed representative dealing with clients for which they require qualification (16 Oct 2024 to 27 Feb 2026)
    • CF30 Customer (10 Sep 2024 to 27 Feb 2026)
    • [FCA CF] Client dealing (7 Feb 2022 to 16 Oct 2024)
    • [FCA CF] Functions requiring qualifications (7 Feb 2022 to 16 Oct 2024)
  • Hitchell Financial Planning Limited (no longer approved here)

    FRN 211675

    • Employed By (10 Sep 2024 to 27 Feb 2026)
  • Tankard Wealth Limited (no longer approved here)

    FRN 718394

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Oct 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 26 Oct 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 26 Oct 2021)
    • CF30 Customer (23 Jan 2019 to 8 Dec 2019)
  • BROOM CONSULTANTS LIMITED (no longer approved here)

    FRN 424217

    • CF30 Customer (5 Oct 2016 to 6 Jun 2018)

Recent activity

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

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