Daniel James Lanckmans

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

    • 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 19 Jul 2024)
    • [FCA CF] Client dealing (since 19 Jul 2024)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF1 Director (AR) (1 May 2024 to 19 Jul 2024)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Jul 2024)
    • CF30 Customer (1 Nov 2007 to 19 Jul 2024)
    • CF22 Investment Adviser (Trainee) (17 Aug 2005 to 7 Nov 2005)
    • CF21 Investment Adviser (16 Aug 2005 to 17 Aug 2005)
    • CF7 Sole Trader (AR) (21 Jul 2005 to 28 Oct 2005)
  • Daniel Lanckmans (no longer approved here)

    FRN 435639

    • Employed By (21 Jul 2005 to 19 Jul 2024)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF21 Investment Adviser (1 Dec 2001 to 5 Aug 2005)

Recent activity

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

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