Antony Dolman

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

    • 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] Functions requiring qualifications (since 22 Sep 2021)
    • [FCA CF] Client dealing (since 22 Sep 2021)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Mar 2021)
    • CF1 Director (AR) (17 Oct 2013 to 10 May 2022)
    • CF30 Customer (2 Apr 2012 to 10 May 2022)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 May 2022)
    • CF30 Customer (10 Oct 2008 to 1 Apr 2012)
    • CF1 Director (AR) (10 Oct 2008 to 10 May 2022)
  • Workplace Advice Wealth Management Ltd (no longer approved here)

    FRN 608269

    • Employed By (17 Oct 2013 to 29 Jan 2021)
  • Workplace Advice Financial Planning Ltd (no longer approved here)

    FRN 607958

    • Employed By (16 Oct 2013 to 4 Aug 2016)
  • Ashley Law Limited (no longer approved here)

    FRN 498488

    • Employed By (11 Mar 2010 to 10 May 2022)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (10 Oct 2008 to 10 May 2022)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF30 Customer (1 Nov 2007 to 9 Dec 2008)
    • CF1 Director (AR) (1 Jun 2005 to 8 Jun 2009)
    • CF21 Investment Adviser (1 Jun 2005 to 31 Oct 2007)

Recent activity

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

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