Craig Poulter

Last updated
1 week 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

    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 3 Sep 2025)
    • CF1 Director (AR) (since 28 Jul 2025)
    • CF30 Customer (since 28 Jul 2025)
    • [FCA CF] Client dealing (since 24 Feb 2025)
  • Venture Wealth Management Ltd

    FRN 1038492

    • (1)Employed By (since 28 Jul 2025)
  • Venture Mortgage Management Limited

    FRN 814008

    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] CASS oversight function (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
    • [FCA CF] Significant management (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 3 Sep 2018)
    • CF10 Compliance Oversight (3 Sep 2018 to 8 Dec 2019)
    • CF1 Director (3 Sep 2018 to 8 Dec 2019)
    • Responsible for Insurance Mediation (3 Sep 2018 to 30 Sep 2018)
  • MORTGAGE INTELLIGENCE LIMITED (no longer approved here)

    FRN 305330

    • CF1 Director (AR) (26 May 2016 to 30 Aug 2018)
  • Venture Mortgage Management Ltd (no longer approved here)

    FRN 747761

    • Employed By (26 May 2016 to 30 Aug 2018)

Recent activity

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

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