David Edward Sheehan

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

    • 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)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (12 Jan 2017 to 8 Dec 2019)
  • True Potential Investments LLP (no longer approved here)

    FRN 527444

    • CF30 Customer (3 Oct 2016 to 8 Jan 2017)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF30 Customer (18 Sep 2014 to 6 Mar 2016)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • CF30 Customer (10 Jul 2013 to 8 Sep 2014)
  • Phoenix Wealth Services Limited (no longer approved here)

    FRN 465753

    • CF30 Customer (3 Sep 2010 to 17 May 2013)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF30 Customer (14 May 2008 to 16 Sep 2010)

Recent activity

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

No changes recorded yet.