William Eadie

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)
    • Appointed representative dealing with clients for which they require qualification (since 20 Aug 2025)
    • CF30 Customer (since 15 Jul 2025)
    • CF30 Customer (23 Oct 2013 to 15 May 2014)
  • Alexander House Financial Planning Limited

    FRN 791612

    • (5)Employed By (since 15 Jul 2025)
    • (53)Employed By (15 Aug 2019 to 28 Aug 2025)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Nov 2021)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 Aug 2025)
    • CF30 Customer (15 Aug 2019 to 22 Aug 2025)
  • Cameron Scott Limited (no longer approved here)

    FRN 201169

    • Employed By (6 Sep 2005 to 2 Sep 2007)
  • Elevate Portfolio Services Limited (no longer approved here)

    FRN 144849

    • CF21 Investment Adviser (11 Jun 2003 to 31 Oct 2004)
    • CF22 Investment Adviser (Trainee) (22 Nov 2002 to 11 Jun 2003)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF21 Investment Adviser (11 Jun 2003 to 2 Sep 2007)
    • CF22 Investment Adviser (Trainee) (22 Nov 2002 to 11 Jun 2003)
  • Optimize Financial Services Ltd (no longer approved here)

    FRN 220589

    • Employed By (22 Nov 2002 to 24 Jun 2019)

Recent activity

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

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