Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Sep 2024)
    • CF30 Customer (since 6 Sep 2024)
  • David Irving

    FRN 1015346

    • Employed By (since 6 Sep 2024)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • [FCA CF] Client dealing (20 May 2022 to 22 Aug 2024)
    • [FCA CF] Functions requiring qualifications (20 May 2022 to 22 Aug 2024)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Jun 2022)
    • CF30 Customer (9 Jan 2018 to 9 Jun 2022)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (522)Employed By (22 Mar 2016 to 31 Aug 2017)

Recent activity

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

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