David Flavell

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
    • 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)
    • [FCA CF] Functions requiring qualifications (since 20 Dec 2021)
    • [FCA CF] Client dealing (since 20 Dec 2021)
  • Christopher Doak (no longer approved here)

    FRN 207730

    • Employed By (2 Jan 2012 to 13 Dec 2013)
  • Strathleven Financial Management Ltd (no longer approved here)

    FRN 195441

    • Employed By (28 Aug 2001 to 25 Oct 2006)

Recent activity

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

No changes recorded yet.