Alan William Andrew Boyd

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)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 25 Mar 2024)
    • [FCA CF] Client dealing (since 25 Mar 2024)
    • [FCA CF] Client dealing (28 Jan 2021 to 28 Jan 2024)
    • [FCA CF] Functions requiring qualifications (28 Jan 2021 to 28 Jan 2024)
  • The On-Line Partnership Limited (no longer approved here)

    FRN 192638

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Jun 2021)
    • CF30 Customer (8 Mar 2011 to 24 Jun 2021)
    • CF4 Partner (AR) (8 Mar 2011 to 24 Jun 2021)
  • Baker Power Boyd LLP (no longer approved here)

    FRN 542039

    • Employed By (8 Mar 2011 to 24 Jun 2021)
  • J & E Davy (UK) Limited (no longer approved here)

    FRN 172140

    • CF30 Customer (1 Nov 2007 to 4 Mar 2011)
    • CF22 Investment Adviser (Trainee) (17 Sep 2007 to 31 Oct 2007)

Recent activity

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

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