Anna Marie Payne

• True Potential Wealth Management LLP

  FRN 529810

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 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 14 Dec 2021)
  • [FCA CF] Functions requiring qualifications (since 14 Dec 2021)
• Rosemount Financial Solutions (IFA) Limited (no longer approved here)

  FRN 535515

  • [FCA CF] Client dealing (23 Oct 2020 to 10 Jan 2022)
  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Jan 2022)
  • CF30 Customer (3 Oct 2019 to 10 Jan 2022)
• Secure For Life Wealth Management Limited (no longer approved here)

  FRN 912517

  • (4)Employed By (3 Oct 2019 to 10 Jan 2022)
• Red Dot (Cymru) Ltd (no longer approved here)

  FRN 302540

  • CF30 Customer (1 May 2019 to 1 Nov 2019)
• Secure for Life Ltd (no longer approved here)

  FRN 693798

  • (2)Employed By (1 May 2019 to 10 Jan 2022)
• QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

  FRN 440703

  • CF30 Customer (5 Mar 2019 to 20 Apr 2019)
• Quilter Financial Advisers Ltd (no longer approved here)

  FRN 452529

  • (375)Employed By (5 Mar 2019 to 20 Apr 2019)
• QUILTER WEALTH LIMITED (no longer approved here)

  FRN 217742

  • CF30 Customer (15 Jun 2017 to 20 Apr 2019)
• Charles Derby Wealth Management Limited (no longer approved here)

  FRN 535816

  • Employed By (15 Jun 2017 to 20 Apr 2019)
• PROFILE FINANCIAL SOLUTIONS LTD (no longer approved here)

  FRN 596398

  • CF30 Customer (7 Oct 2014 to 10 May 2017)

No changes recorded yet.