Cassie Louise Hart

Last updated
2 weeks ago
Watch for changes

Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • True Potential Wealth Management LLP

    FRN 529810

    • 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
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 17 Sep 2025)
    • [FCA CF] Client dealing (since 17 Sep 2025)
  • The Platt Partnership Limited (no longer approved here)

    FRN 845009

    • (9)Employed By (7 Nov 2023 to 18 Sep 2025)
  • Spillane & Co Wealth Management Ltd (no longer approved here)

    FRN 408201

    • (2)Employed By (30 Mar 2021 to 18 Sep 2025)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (19 Dec 2019 to 18 Sep 2025)
    • CF30 Customer (19 Nov 2019 to 18 Sep 2025)
  • Christopher Birchall (no longer approved here)

    FRN 711141

    • Employed By (19 Nov 2019 to 18 Sep 2025)

Recent activity

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

No changes recorded yet.