Victoria Mary Bone

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
    • 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 21 Nov 2024)
    • CF30 Customer (since 3 Sep 2024)
    • CF1 Director (AR) (since 3 Sep 2024)
    • [FCA CF] Functions requiring qualifications (17 Jun 2024 to 21 Nov 2024)
    • [FCA CF] Client dealing (17 Jun 2024 to 21 Nov 2024)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Jun 2024)
    • CF1 Director (AR) (26 Jan 2018 to 16 Jun 2024)
    • CF30 Customer (7 Jul 2014 to 16 Jun 2024)
  • M & G Cliffe Limited (no longer approved here)

    FRN 216079

    • (9)Employed By (7 Jul 2014 to 12 Feb 2018)

Recent activity

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

No changes recorded yet.