Timothy Waite

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

    • 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] Client dealing (since 31 Jan 2022)
    • [FCA CF] Functions requiring qualifications (since 31 Jan 2022)
  • Lighthouse Advisory Services Limited (no longer approved here)

    FRN 195199

    • Appointed representative dealing with clients for which they require qualification (1 Jul 2020 to 31 Jan 2022)
    • CF30 Customer (30 Jul 2014 to 31 Jan 2022)
  • The Mellor Practice Limited (no longer approved here)

    FRN 781822

    • Employed By (30 Jun 2017 to 31 Jan 2022)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (16 Apr 2010 to 22 Feb 2011)

Recent activity

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

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