Andrew Boiling

Last updated
1 week 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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Client dealing (since 23 Jun 2025)
    • [FCA CF] Functions requiring qualifications (since 23 Jun 2025)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jun 2025)
    • CF1 Director (AR) (25 Sep 2017 to 30 Jun 2025)
    • CF30 Customer (25 Sep 2017 to 30 Jun 2025)
  • AJB Wealth Management Limited (no longer approved here)

    FRN 785631

    • Employed By (25 Sep 2017 to 30 Jun 2025)
  • Derwent F P Limited (no longer approved here)

    FRN 785512

    • Employed By (22 Aug 2017 to 25 Sep 2017)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • CF30 Customer (1 Nov 2013 to 29 Sep 2017)
    • CF4 Partner (AR) (1 Nov 2013 to 15 Sep 2017)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • CF30 Customer (13 Aug 2012 to 13 Nov 2013)
  • Create Financial Management LLP (no longer approved here)

    FRN 229237

    • Employed By (13 Aug 2012 to 13 Nov 2013)
  • Honister Partners Ltd (no longer approved here)

    FRN 502699

    • Employed By (14 Nov 2011 to 2 Jul 2012)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 11 Dec 2011)
    • CF21 Investment Adviser (27 Nov 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (22 Mar 2005 to 27 Nov 2006)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF21 Investment Adviser (31 Mar 2003 to 24 Mar 2005)
    • CF22 Investment Adviser (Trainee) (29 Jan 2002 to 31 Mar 2003)

Recent activity

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

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