Amanda Potts

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.

  • Saltus Partnership Limited

    FRN 554381

    • 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
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 1 Nov 2025)
    • [FCA CF] Functions requiring qualifications (since 1 Nov 2025)
  • TAVISTOCK PARTNERS (UK) LTD (no longer approved here)

    FRN 230342

    • [FCA CF] Client dealing (18 Jan 2021 to 13 Mar 2026)
    • [FCA CF] Functions requiring qualifications (18 Jan 2021 to 13 Mar 2026)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (23 Oct 2020 to 19 Nov 2020)
  • Moore & York Financial Services Ltd (no longer approved here)

    FRN 215062

    • (15)Employed By (9 Sep 2013 to 17 Nov 2014)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (9 Sep 2013 to 17 Nov 2014)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (1 Nov 2007 to 30 Sep 2012)
    • CF22 Investment Adviser (Trainee) (3 Apr 2006 to 31 Oct 2007)

Recent activity

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

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