Benjamin Timothy Mulroney

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.

  • Rosemount Financial Solutions (IFA) Limited

    FRN 535515

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 12 Mar 2025)
    • CF1 Director (AR) (since 6 Mar 2025)
    • CF30 Customer (since 6 Mar 2025)
    • [FCA CF] Client dealing (since 10 Jan 2025)
    • [FCA CF] Functions requiring qualifications (22 Jan 2025 to 12 Mar 2025)
  • W&C Wealth Ltd

    FRN 1021616

    • (1)Employed By (since 6 Mar 2025)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • [FCA CF] Client dealing (8 Feb 2021 to 13 Feb 2024)
    • [FCA CF] Functions requiring qualifications (8 Feb 2021 to 13 Feb 2024)
  • FORESIGHT INDEPENDENT FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 612587

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 8 Jan 2021)
    • CF30 Customer (1 May 2015 to 8 Dec 2019)

Recent activity

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

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