Denny Holland

• 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 4 Aug 2022)
  • [FCA CF] Client dealing (since 4 Aug 2022)
• QUILTER WEALTH LIMITED (no longer approved here)

  FRN 217742

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Oct 2022)
  • CF30 Customer (19 Jul 2011 to 10 Oct 2022)
• St. James's Place Wealth Management Plc (no longer approved here)

  FRN 195351

  • CF1 Director (AR) (13 Jun 2014 to 11 Jul 2014)
  • CF30 Customer (13 Jun 2014 to 11 Jul 2014)
• Charles Derby Wealth Management Limited (no longer approved here)

  FRN 535816

  • Employed By (14 Jun 2013 to 10 Oct 2022)
• Charles Derby Associates Wealth Management Ltd (no longer approved here)

  FRN 513083

  • Employed By (19 Jul 2011 to 10 Oct 2022)
• Bank of Scotland plc (no longer approved here)

  FRN 169628

  • CF30 Customer (1 Nov 2007 to 21 Jul 2011)
  • CF22 Investment Adviser (Trainee) (27 Oct 2007 to 31 Oct 2007)
• NATIONAL FARMERS UNION MUTUAL INSURANCE SOCIETY LIMITED(THE) (no longer approved here)

  FRN 117664

  • CF22 Investment Adviser (Trainee) (22 Feb 2006 to 19 Aug 2006)
• N.F.U. Mutual Unit Managers Limited (no longer approved here)

  FRN 121922

  • CF22 Investment Adviser (Trainee) (22 Feb 2006 to 19 Aug 2006)

No changes recorded yet.