Trevor Turner

Last updated
6 days 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 21 Jan 2025)
    • [FCA CF] Client dealing (since 21 Jan 2025)
  • GSB Capital Ltd (no longer approved here)

    FRN 971774

    • [FCA CF] Client dealing (26 Oct 2022 to 7 Dec 2024)
    • [FCA CF] Functions requiring qualifications (3 Oct 2022 to 7 Dec 2024)
  • Vision Independent Financial Planning Ltd (no longer approved here)

    FRN 487395

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Aug 2022)
    • CF1 Director (AR) (2 Jan 2019 to 31 Aug 2022)
    • CF30 Customer (2 Jan 2019 to 31 Aug 2022)
  • Bordier & Cie (UK) PLC (no longer approved here)

    FRN 114324

    • CF30 Customer (19 May 2015 to 14 Jan 2016)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (20 Apr 2011 to 31 Jul 2012)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF30 Customer (7 Feb 2008 to 15 Apr 2011)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF30 Customer (1 Nov 2007 to 28 Jan 2008)
    • CF21 Investment Adviser (30 Jun 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (21 Sep 2005 to 30 Jun 2006)

Recent activity

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

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