David Martin McClymont

Last updated
2 weeks ago
Watch for changes

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 27 Nov 2023)
    • [FCA CF] Client dealing (since 27 Nov 2023)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (22 Jun 2021 to 20 Nov 2023)
    • CF30 Customer (17 Jun 2021 to 20 Nov 2023)
  • Ashwood Law Wealth Management Ltd (no longer approved here)

    FRN 538265

    • (28)Employed By (17 Jun 2021 to 20 Nov 2023)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Jun 2021)
    • CF30 Customer (24 Sep 2010 to 8 Dec 2019)
  • D B Wood Limited (no longer approved here)

    FRN 209530

    • CF30 Customer (1 Nov 2007 to 4 Aug 2010)
    • CF21 Investment Adviser (21 Jul 2005 to 31 Oct 2007)

Recent activity

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

  1. controlled function removed: Employed By at Ashwood Law Wealth Management Ltd

  2. controlled function added: (28)Employed By at Ashwood Law Wealth Management Ltd