Alan Mark Renwick

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.

  • True Potential Wealth Management LLP

    FRN 529810

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 14 Apr 2021)
    • [FCA CF] Client dealing (since 14 Apr 2021)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Apr 2021)
    • CF30 Customer (12 Nov 2013 to 8 Dec 2019)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (23 Jun 2016 to 17 Apr 2021)
  • Taylored Financial Services Ltd (no longer approved here)

    FRN 221905

    • (6)Employed By (23 Jun 2016 to 17 Apr 2021)
  • Taylored FInancial Planning Ltd (no longer approved here)

    FRN 596360

    • Employed By (12 Nov 2013 to 17 Apr 2021)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 31 Aug 2013)
    • CF22 Investment Adviser (Trainee) (18 Oct 2007 to 31 Oct 2007)
    • CF21 Investment Adviser (1 Dec 2001 to 16 Jun 2003)

Recent activity

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

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