Timothy Poole

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

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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 6 Feb 2026)
    • CF30 Customer (since 3 Feb 2026)
    • CF1 Director (AR) (since 3 Feb 2026)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (4 Jun 2025 to 19 Feb 2026)
    • Appointed representative dealing with clients for which they require qualification (4 Jun 2025 to 6 Feb 2026)
    • CF1 Director (AR) (4 Jun 2025 to 19 Feb 2026)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Feb 2026)
    • CF1 Director (AR) (14 May 2013 to 19 Feb 2026)
    • CF30 Customer (26 Apr 2013 to 19 Feb 2026)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF21 Investment Adviser (1 Jun 2005 to 29 Dec 2006)
  • Blueprint Financial Services Ltd (no longer approved here)

    FRN 227242

    • Employed By (6 Aug 2004 to 29 Dec 2006)

Recent activity

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

No changes recorded yet.