Andrew Scott Beattie

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 9 Aug 2021)
    • [FCA CF] Client dealing (since 9 Aug 2021)
  • Lowes Financial Management Limited (no longer approved here)

    FRN 114650

    • [FCA CF] Client dealing (9 Dec 2019 to 11 Jun 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 11 Jun 2021)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (24 Jan 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (20 Oct 2006 to 24 Jan 2007)
  • Berkeley Morgan Limited (no longer approved here)

    FRN 148577

    • CF21 Investment Adviser (13 May 2003 to 16 Mar 2004)
  • Lamb & Associates Independent Financial Planning Limited (no longer approved here)

    FRN 165570

    • (5)Employed By (6 Sep 2002 to 11 Apr 2003)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 24 Jul 2002)

Recent activity

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

No changes recorded yet.