David Michael Chisnall

Last updated
2 days 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

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 26 Nov 2024)
    • [FCA CF] Client dealing (since 26 Nov 2024)
    • CF30 Customer (17 Apr 2013 to 23 Oct 2014)
  • 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 21 Feb 2025)
    • CF4 Partner (AR) (7 Feb 2019 to 21 Feb 2025)
    • CF30 Customer (7 Feb 2019 to 21 Feb 2025)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (13 Nov 2017 to 2 Sep 2019)
  • David Chisnall (no longer approved here)

    FRN 791217

    • Employed By (13 Nov 2017 to 21 Feb 2025)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • CF30 Customer (1 Nov 2007 to 3 Jan 2008)
    • CF22 Investment Adviser (Trainee) (26 Sep 2007 to 31 Oct 2007)
  • Lansdown Place Wealth Management Ltd (no longer approved here)

    FRN 434251

    • Employed By (26 Sep 2007 to 3 Jan 2008)

Recent activity

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

No changes recorded yet.