David Richard Dunn

Watch for changes

Where they hold approval

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

True Potential Wealth Management LLP (no longer approved here)
FRN 529810
- [FCA CF] Client dealing (26 Jun 2020 to 10 Mar 2023)
- [FCA CF] Functions requiring qualifications (26 Jun 2020 to 10 Mar 2023)
Best Practice IFA Group Limited (no longer approved here)
FRN 223112
- CF1 Director (AR) (13 Nov 2015 to 4 Sep 2020)
- CF30 Customer (19 Jan 2012 to 4 Sep 2020)
Accumulate Wealth Management Group Limited (no longer approved here)
FRN 572426
- (3)Employed By (13 Nov 2015 to 4 Sep 2020)
ABERDEEN PLATFORM LIMITED (no longer approved here)
FRN 188796
- CF22 Investment Adviser (Trainee) (11 Aug 2005 to 1 Jan 2006)

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

16 hours ago
controlled function removed: Employed By at Accumulate Wealth Management Group Limited
16 hours ago
controlled function added: (3)Employed By at Accumulate Wealth Management Group Limited

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Senior staff at any authorised firm have to be approved by the FCA personally.
Approved individual: Someone the FCA has personally signed off to hold a senior role at an authorised firm — directors, compliance officers and similar. They're held accountable for the firm's conduct.
Controlled functions: The specific senior roles the FCA approves people to hold, like 'Compliance oversight' or 'Money laundering reporting'. Each approval is tied to a particular firm.
IRN: Individual Reference Number — the unique ID the FCA assigns to each approved person. It stays the same as they move between firms.

Information on this page is sourced from the official FCA register.