David John Perkins

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 12 Oct 2022)
    • [FCA CF] Client dealing (since 12 Oct 2022)
  • Mitchell Ramsden Financial Services Ltd (no longer approved here)

    FRN 193455

    • (3)Employed By (6 Oct 2010 to 9 Nov 2012)
  • Wood Craven Perkins Limited (no longer approved here)

    FRN 125992

    • Employed By (1 Oct 1998 to 21 Sep 2006)

Recent activity

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

No changes recorded yet.