Alistair Lucas

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 (no longer approved here)

    FRN 529810

    • [FCA CF] Client dealing (11 Mar 2022 to 15 Apr 2024)
    • [FCA CF] Functions requiring qualifications (11 Mar 2022 to 15 Apr 2024)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Jun 2022)
    • CF30 Customer (1 Nov 2007 to 10 Jun 2022)
    • CF21 Investment Adviser (11 Oct 2004 to 31 Oct 2007)
    • CF1 Director (AR) (11 Oct 2004 to 10 Jun 2022)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (31 Mar 2013 to 10 Jun 2022)
  • Kastle Gate Financial Management Ltd (no longer approved here)

    FRN 408282

    • (8)Employed By (11 Oct 2004 to 10 Jun 2022)

Recent activity

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

No changes recorded yet.