Daniel Ivan Gould

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 Sep 2020)
    • [FCA CF] Client dealing (since 18 Sep 2020)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • CF30 Customer (10 May 2011 to 8 Dec 2019)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF30 Customer (1 Nov 2007 to 23 Jun 2010)
    • CF21 Investment Adviser (2 Mar 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (30 Sep 2005 to 2 Mar 2007)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF21 Investment Adviser (15 Dec 2003 to 12 Aug 2005)
    • CF22 Investment Adviser (Trainee) (23 Oct 2003 to 15 Dec 2003)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF21 Investment Adviser (1 Dec 2001 to 16 Jul 2003)

Recent activity

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

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