Debra Crossley

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
    • 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 31 Aug 2025)
    • [FCA CF] Client dealing (since 31 Aug 2025)
  • ROBERT GERRARD & WESTBROOK LIMITED (no longer approved here)

    FRN 188640

    • [FCA CF] Client dealing (9 Dec 2019 to 1 Sep 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Sep 2025)
    • CF30 Customer (19 Sep 2014 to 8 Dec 2019)
  • Insight Financial Associates Limited (no longer approved here)

    FRN 458421

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Sep 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 1 Sep 2025)
    • CF30 Customer (1 Jan 2012 to 8 Dec 2019)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (13 Nov 2008 to 31 Dec 2011)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF30 Customer (1 Nov 2007 to 11 Dec 2008)
    • CF21 Investment Adviser (22 Dec 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (3 Nov 2003 to 22 Dec 2004)

Recent activity

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

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