Dafydd Davies

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 18 Dec 2024)
    • [FCA CF] Client dealing (since 18 Dec 2024)
  • Foster Denovo Limited (no longer approved here)

    FRN 462728

    • [FCA CF] Client dealing (1 Mar 2020 to 16 Sep 2024)
    • [FCA CF] Functions requiring qualifications (1 Mar 2020 to 16 Sep 2024)
    • CF30 Customer (17 Nov 2017 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.